Relationship Manager

Corebridge Financial•West Des Moines, IA

12d•Remote

About The Position

The Relationship Manager role plays a key role in client retention efforts, providing assistance for strategic administration of defined contribution plans. Performs research, resolves issues, and communicates solutions/alternatives that best serve the plan sponsor.

Requirements

Building strong relationships and earning trust is vital, with both internal and external partners. Relationship Managers must be proactive and creative in their engagement and support of plan sponsors.
Ability to handle client interactions and solve client challenges as they arise
Ability to multi-task, solve issues and escalate appropriately
Ability to learn and understand ERISA and succeeding legislation governing qualified pension plan types
Bachelor's degree in a business-related field or equivalent education/experience
2+ years of financial services experience preferred
FINRA licenses SIE, Series 6 or 7, 63 or 66 preferred
Ability to manage multiple institutional client relationships independently
Must pay attention to details and maintain an organized workflow
Must be able to manage tasks and priorities to meet strict deadlines
Must have strong problem-solving skills to identify root causes and implement problem solutions.
Demonstrated ability to continually meet and exceed client expectations and goals
Candidate must be comfortable with outbound proactive client communication via phone calls, email, and web conference.

Nice To Haves

Pension experience in the areas of benefits design, compliance and implementation are a plus

Responsibilities

Collaborate with consultants, advisors, and internal partners to create solutions that simplify administration and streamline day-to-day operations.
Help plan sponsors meet and comply with regulatory deadlines.
Develop strategies to meet plan sponsor goals for the year, while creating and managing the project plan to achieve these goals.
Work closely with internal partners in marketing, compliance, plan design, processing, and data engagement. Relationship Managers leverage these resources daily to ensure they provide plan sponsors with solutions that best meet their needs.
Plan and prepare for quarterly meetings with the consultant or advisor to make sure everyone has the same vision before meeting with the plan sponsor.