Relationship Mgr II

The Standard • Nashville, TN

2d

About The Position

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary: Join our team to provide exceptional customer service for retirement plan accounts! You'll build meaningful partnerships with sponsors and channels through ongoing engagement, negotiation, and proactive problem-solving. As a trusted liaison, you'll address concerns, share important regulatory news, advise on innovative plan designs, and play a key role in driving business success and client satisfaction. Drive client retention by delivering annual plan reviews to decision-makers and initiating proactive client contact and meetings. Provide investment advisory services fund lineup updates and deliver Investment Due Diligence and Monitoring Reports. Coordinate the installation of assigned new groups with the plan sponsor and channel relationships. This may include assisting in the data collection process, managing the new business submission process, delivering documents and agreements, communicating with the plan sponsor and channel relationship, and other activities related to a new plan. Deliver all aspects of the enrollment, re-enrollment, and education process. Includes proactively scheduling, determining content, preparing for, and delivering meetings. Participate in sales presentations as a relationship manager when requested by sales manager. Promote new products and services to plan sponsors. Traveling to clients within your region is an expectation of this role.

Requirements

• A Bachelor’s degree is required.
• You will be required to have a Series 6 /7, with Series 63 where applicable, OR a Series 65 license as required by your position.
• Requires 6+ years’ of demonstrated relationship management experience in the retirement plans field.
• Working knowledge of qualified plans, ERISA, and qualified plan investments.

Responsibilities

• Build meaningful partnerships with sponsors and channels through ongoing engagement, negotiation, and proactive problem-solving.
• Address concerns, share important regulatory news, advise on innovative plan designs, and play a key role in driving business success and client satisfaction.
• Drive client retention by delivering annual plan reviews to decision-makers and initiating proactive client contact and meetings.
• Provide investment advisory services fund lineup updates and deliver Investment Due Diligence and Monitoring Reports.
• Coordinate the installation of assigned new groups with the plan sponsor and channel relationships.
• Deliver all aspects of the enrollment, re-enrollment, and education process.
• Participate in sales presentations as a relationship manager when requested by sales manager.
• Promote new products and services to plan sponsors.
• Traveling to clients within your region is an expectation of this role.

Benefits

• A rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions
• An annual incentive bonus plan
• Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually — PTO increases with tenure
• A supportive, responsive management approach and opportunities for career growth and advancement
• Paid parental leave and adoption/surrogacy assistance
• An employee giving program that double matches your donations to eligible nonprofits and schools
• Eligibility to participate in an incentive program is subject to the rules governing the program and plan.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees