Strategic Engagement Team Relationship Manager

Cerity Partners•Louisville, KY

2d•$90,000 - $110,000•Hybrid

About The Position

Our Strategic Engagement Team at Cerity Partners supports engagement across all service lines through business development and marketing efforts. The Relationship Managers primarily support our Workplace Solutions business through the prospecting, sale, implementation, and servicing of companies looking to provide financial planning benefit to their employees. The Relationship Manager develops and oversees the optimization and evolution of our corporate programs. They work alongside cross-functional teams to design strategic tactics that drive growth.

Requirements

Bachelor's degree required, with a concentration in business, project management, marketing/communications, or related field preferred
7+ years’ experience in account management, sales, or marketing
Strong interpersonal and networking skills, with an ability to cultivate and manage client relationships, and work effectively with others
Ability to create, compose, and edit written materials
Strong communication and presentation skills
Strong interpersonal and networking skills, with an ability to cultivate, and manage client relationships
Possesses strong computer skills: Microsoft Office suite (especially Microsoft Word, PowerPoint & Excel), CRM systems, and intranet
High level of integrity in dealing with confidential client and prospect information
Has a positive attitude, is collaborative, takes initiative/responsibility for projects, and has a desire to coach others
Applicants must be authorized to work for any employer in the U.S.

Nice To Haves

PMP certification
Salesforce, Asana, and Canva experience
Willingness to travel (estimated 5% of time) and work a flexible schedule (some evening events required)

Responsibilities

Manages Workplace Solutions corporate financial programs; responsibilities include but are not limited to:
Responsible for supporting the strategic growth of our corporate programs through existing and new business
Leads and manages project initiatives: building project plans, managing project milestones, and seeing them through to completion
Responsible for collaborating on growth strategies within each relationship for both B2B and B2C growth.
Coordinates with cross-functional teams (i.e Marketing, Advisor Teams, Compliance, etc.) to execute project milestones
Curates Workplace Solutions external collateral (i.e. email drip campaigns, newsletters, flyers, invites, presentations) in concert with Advisor and Marketing teams
Assists advisors with the creation of benefits education, video scripts, presentation talk tracks, etc.
Prepares agendas for and facilitates all Workplace Solutions program recurring meetings (both internal and external)
Leads recurring meetings with advisor teams to provide updates and ideas to grow programs
Attends all internal and external meetings for the relationships they are responsible for
Tracks and reviews program metrics to identify trends and potential gaps to evolve program efficacy
Manage relationships with corporate partners; responsibilities include but are not limited to:
Facilitate regular communication with our HR partners
Develop and present quarterly data detailing engagement, trends, and KPIs
Present solutions and strategies to evolve our programs to better meet the needs of the organization and their people.