Relationship Manager II - Retirement Plans

The Standard • Washington, DC

4d • Remote

About The Position

As a virtual Relationship Manager II at The Standard, you will provide best-in-class, profitable customer service to channel relationships, plan decision-makers, and plan participants for assigned accounts, supporting business growth and customer retention. You will support a dedicated book of advisors and employers virtually and develop primary relationships, primarily with advisors, through frequent and proactive contact, professional negotiation, responsive communication, and problem resolution.

The role includes managing standalone plans and Private Label PEPs; understanding customer and channel needs; coordinating with home office departments to improve plans and resolve issues; and explaining industry and regulatory changes to clients. You may provide plan design consulting and investment advisory services, update fund lineups, and deliver investment due diligence and monitoring reports. You will also support retention through value-added information and virtual plan reviews, coordinate new-group installations, deliver enrollment and education activities, participate in sales presentations when requested, and promote products and services to employers. Ability to work in the Pacific Time Zone is required.

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.
• Ability to work in the Pacific Time Zone.
• Required to transfer a Series 6 or Series 7 license, with Series 63 where applicable, or a Series 65 license within 90 days of hire.

Nice To Haves

• Bachelor’s degree preferred.

Responsibilities

• Develop and manage effective primary relationships, primarily with advisors, and channel relationships 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 concerns and needs, act as a liaison with home office departments as needed, initiate plan improvements, and resolve issues.
• Inform customers promptly about industry and regulatory changes and explain their impact.
• Provide plan design consulting services as needed.
• Provide investment advisory services, update fund lineups, and deliver 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, document and agreement delivery, and related communications.
• Deliver enrollment, re-enrollment, and education activities, including scheduling, determining content, 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, dental, and vision benefits.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level