Relationship Manager Core - Oklahoma

Empower • Oklahoma City, OK

11d • $87,400 - $123,400 • Hybrid

About The Position

The Relationship Manager is a strategic partner to our clients who provide prescriptive solutions which meet business goals of retention, growth, and retirement readiness. The Core Market Relationship Manager is responsible for strengthening Empower's relationships with advisors, plan sponsors, and third-party administrators in the corporate market segment in Oklahoma. This role specializes in managing relationships with plan sponsors having plan assets between $10 and $35 million.

Requirements

• FINRA 6 & 63 registrations required within corporate-established timelines
• Life Insurance license required
• FINRA fingerprinting required
• Bachelor Degree in Business or related discipline or equivalent experience
• 4+ years financial services or other relevant experience
• 2+ years building strategic relationships
• Foundational understanding of ERISA concepts in the disciplines of: compliance, plan design, and regulatory requirements
• Introspection and focus on personal and professional development
• Effective communicator who delivers moderately complex content in a clear and succinct manner
• Ability to sort and organize facts, data and other information to define a problem and develop effective solutions for the clients or internal partners
• Basic negotiation and time management skills, with manager oversight
• May travel 40 to 60 percent of time as needed by territory or book of business
• Majority of travel will be personal vehicle with an occasional overnight stay
• Normal Office Working Conditions typically from a residential office with access to a working space free from distractions
• Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.

Responsibilities

• Own the retention and profitability of a book of business; plans will typically fall within the $10 - $35 MM range
• Build and grow relationships with key decision makers
• Collaborate with the plan sponsor and advisors on plan design, investments, retirement readiness, affiliated product solutions, and new opportunities
• Deliver plan level reviews including employee education planning
• Problem-solve escalated issues
• Partner with local sales team to deepen advisor relationships, develop new business, and grow existing business
• Travel expected for local or regional onsite advisor and client meetings
• Collaborates internally with other departments and partners to solve issues and provide unique solutions
• Works with senior staff when dealing with complex issues, clients, accounts, projects, analyses, or internal relationships

Benefits

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree