Retirement Plan Relationship Manager
About The Position
The Strategic Relationship Manager is responsible for providing retirement plan clients and partners strategic plan management, investment management, and client service. This role serves as both an internal and external resource to support retirement plan clients and help navigate day to day service with 3 rd party partners. This is an independent role which requires travel to client locations for presentations to plan administrators and plan participants. What you will do: Setting and driving strategic direction for assigned retirement plans Building and maintaining strong relationships with plan decision makers Serving as liaison between 3 rd party partners (recordkeepers, third party administrators and financial professionals) and home office Providing fiduciary guidance to plan administrators Planning and conducting executive and investment/market plan reviews – both on-site and virtually Facilitating discussions with plan administrators and decision makers regarding plan design, plan issue resolution, and legal/regulatory issues Driving plan participation and overall plan contributions through plan design and participant education solutions Differentiating Cetera’s retirement plan solutions to drive client retention Assist the sales team with new business opportunities and participating in sales presentations Cross sell Cetera solutions and services Travel Requirements: Up to 50%
Requirements
- Bachelor’s degree required in relevant course of study
- Minimum of 5 years’ experience in financial services industry
- Relationship management experience in the financial services industry
- Excellent written and verbal communication skills
- Strong presentation and negotiation skills with c suite
- Knowledge of IRS and DOL regulations relating to qualified retirement plans
- Working knowledge of both qualified and non-qualified retirement plan solutions
- Excellent time management and organizational skills
- Strong problem-solving skills and attention to detail
- Ability to work independently in a fast-paced environment
- Ability to multi-task in various software applications and managing to deadlines
Nice To Haves
- FINRA Series 65 or 66 licensing preferred (or ability to obtain within 90 days of employment)
- Strong proficiency with Microsoft suite of products – Outlook, Excel, Word, etc.
- Client Relationship Management (CRM) software experience
Responsibilities
- Setting and driving strategic direction for assigned retirement plans
- Building and maintaining strong relationships with plan decision makers
- Serving as liaison between 3 rd party partners (recordkeepers, third party administrators and financial professionals) and home office
- Providing fiduciary guidance to plan administrators
- Planning and conducting executive and investment/market plan reviews – both on-site and virtually
- Facilitating discussions with plan administrators and decision makers regarding plan design, plan issue resolution, and legal/regulatory issues
- Driving plan participation and overall plan contributions through plan design and participant education solutions
- Differentiating Cetera’s retirement plan solutions to drive client retention
- Assist the sales team with new business opportunities and participating in sales presentations
- Cross sell Cetera solutions and services
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
501-1,000 employees
