Relationship Manager - Retirement

GuideStone Financial Resources•Dallas, TX

23h•Hybrid

About The Position

The Retirement Relationship Manager serves as GuideStone’s primary contact for assigned institutional and church accounts, providing plan consultation and growing revenue. The role educates plan sponsors, identifies their needs, and helps design plans intended to improve retirement outcomes for participants. It is responsible for account growth and retention, coordinating resolution of plan sponsor service needs, and growing assets under management through new plan implementation, participant enrollments, increased contributions, inbound rollovers, and transfers. Relationship Managers may also have market-segment leadership or supporting roles. The position manages client relationships across a range of retirement plans, including 403(b)(9), 403(b)(7), ERISA and Church 401(k), deferred compensation, and defined benefit plans. It involves communicating benefit-related information to client leaders and human-resource personnel, supporting participants and prospects, coordinating with internal teams and state representatives, maintaining CRM records, and representing GuideStone at employer and affinity-group events. The role also identifies prospects for GuideStone’s retirement, investment, property and casualty, and insurance products and services.

Requirements

Bachelor’s degree.
Must be a member of a Southern Baptist Church.
Knowledge of the Southern Baptist Convention, state conventions, associations, and churches.
Comprehensive business knowledge in marketing, relationship management, customer service, and public relations.
Comprehensive knowledge of financial-support planning issues for ministers and churches, including minister tax reporting, clergy Social Security issues, church federal reporting requirements, protection-benefit tax treatment, housing allowance, and business-related expenses.
Comprehensive knowledge of GuideStone retirement, GuideStone Funds, web capabilities, and benefits and compliance information.
Strong working knowledge of plan design and consulting approaches, and of GuideStone retirement plans, their key provisions, appropriate use, and effects on compliance and participant outcomes.
Working knowledge of GuideStone Insurance plans and Mission Dignity services.
Strong organizational skills, multitasking ability, and motivation to take self-directed action.
Verbal, written, listening, presentation, and teaching communication skills.
Technical skills including operation of a personal computer, cell phone, and webinar software.
Ability to closely monitor an annual travel and promotional budget.
Ministry skills including compassion, empathy, encouragement, and motivation.
Must maintain complete confidentiality regarding personalized plan sponsor and participant data and GuideStone business information.
Series 6 and 63 securities licenses.
Must present a professional appearance.

Nice To Haves

Master’s degree.
CRPC, CFP, and/or CEBS designation.
Proficiency with MS Office and appropriate GuideStone system applications.
Competence using webinar presentation media.

Responsibilities

Build and maintain relationships across client organizations, providing consultative support and regularly communicating legal and technical benefits information to executives, business-services personnel, and human-resource staff.
Oversee delivery of sales, education, and servicing to plan participants and prospects, including site-visit presentations, webinars, and field-based and telephone consultations.
Manage assigned plan sponsor relationships, understand organizational objectives, develop strategies to address them, and help participants prepare for retirement.
Coordinate with marketing to create market-segment, customer-specific, or life-stage marketing aligned with retirement objectives.
Coordinate sales, education, and service needs with GuideStone State Representatives and Associates for churches and seminaries; provide orientation training and ongoing support to strengthen their knowledge and use of GuideStone materials, CRM, and strategies.
Maintain timely CRM records of assigned client contacts and the results of sales, education, and service campaigns.
Retain assigned plan sponsors, participants, and their related assets under management.
Represent GuideStone at employer-sponsored benefit fairs and relevant national, state, regional, and associational events.
Identify SBC and XM prospects for GuideStone retirement, retail, institutional investing, property and casualty, and insurance products and services.
Serve as the client liaison for service requests to Retirement or Insurance Operations and route prospect follow-up information to appropriate personnel in Personal Financial Services, Business Development, and Insurance Plans.
Conduct introductory handoffs to Personal Financial Services for assigned retirement-plan participants whose account balances qualify them for assistance.
Promote Mission Dignity by identifying potential donors and recipients.
Serve as GuideStone’s liaison with assigned affinity groups, strengthening relationships and providing sales, education, and service contacts during major events.
Work with administrative assistants to plan travel, ship materials, and coordinate reporting requirements.
Participate in planning, training, and continuing-education activities.
Coordinate with internal GuideStone groups to address regulatory, fiduciary, operational, and service-model pricing issues.
Perform other duties as assigned.