Relationship Manager II - Retirement Plans

Standard Insurance Company•Portland, OR

3d•Remote

About The Position

As a virtual Relationship Manager II at The Standard, you will provide best-in-class and profitable customer service to channel relationships, plan decision-makers, and plan participants for assigned accounts to achieve business growth and customer retention. The role supports a dedicated book of advisors and employers virtually and focuses primarily on developing and managing relationships with advisors and channel partners. The position requires the ability to work in the Pacific Time Zone. The Relationship Manager works with customers and channel relationships to understand needs and concerns, support plan improvements, and resolve issues, coordinating with home office departments when needed. The role includes providing plan design consulting and investment advisory services, communicating industry and regulatory changes, and delivering value-added information to support client retention. Responsibilities also include coordinating new plan installations, delivering enrollment and education activities, and participating in sales presentations and promoting products and services. A bachelor’s degree is preferred; a degree or an equivalent combination of education and relevant professional experience is required. Candidates need at least five years of demonstrated relationship management experience in the retirement plans field, along with excellent working knowledge of qualified plans, ERISA, and qualified plan investments. A Series 6 or 7 license, with Series 63 where applicable, or a Series 65 license must be transferred within 90 days of hire.

Requirements

A degree or an equivalent combination of education and relevant professional experience is required.
At least 5 years of demonstrated relationship management experience in the retirement plans field.
Excellent working knowledge of qualified plans, ERISA, and qualified plan investments.
Transfer a Series 6 or Series 7 license, with Series 63 where applicable, or a Series 65 license within 90 days of hire.
Ability to work in the Pacific Time Zone.

Nice To Haves

Bachelor’s degree preferred.

Responsibilities

Develop and manage effective primary relationships, primarily with advisors, through frequent contact, proactive touchpoints and calls, professional negotiation, responsive communication, and problem resolution.
Develop and manage standalone plans and Private Label PEPs.
Understand customer and channel relationship needs and concerns; liaise with home office departments to initiate plan improvements and resolve issues as needed.
Inform customers promptly about industry and regulatory changes and explain their impact on clients.
Provide plan design consulting services as needed.
Provide investment advisory services, fund lineup updates, and Investment Due Diligence and Monitoring Reports as necessary.
Drive client retention by providing value-added information to advisors and delivering plan reviews through virtual meetings.
Coordinate installation of assigned new groups with advisors, plan sponsors, and channel relationships, including data collection, new business submissions, delivery of documents and agreements, and communications.
Deliver enrollment, re-enrollment, and education processes, including determining content, scheduling, preparing for and scheduling on-site employee meetings, and delivering virtual meetings.
Participate in sales presentations as a relationship manager when requested by the sales manager.
Promote new products and services to employers.

Benefits

Medical insurance
Dental insurance
Vision insurance
401(k) plan with matching company contributions
Annual incentive bonus plan
Paid time off, including 11 holidays, 2 wellness days, and 8 volunteer hours annually; PTO increases with tenure
Paid parental leave
Adoption and surrogacy assistance
Employee giving program that double matches donations to eligible nonprofits and schools
Opportunities for career growth and advancement