Relationship Manager Core

Grow your career with a growing organization

Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

As a Relationship Manager, you will be the primary relationship manager overseeing an established book of business within assigned territory.

 

What you will do

• Provide relationship management and oversee 85 small plans, generally in the $5M - $25M range.
• Responsible for client retention and growing our existing plans.
• Manage the relationship with client, including education strategies, plan review, and asset diversification.
• Assist the sales team on developing new business and attending finals presentations.

 

What you will bring

• Bachelor’s Degree in Business or related discipline.
• 4-7 years financial services experience.
• FINRA 6 & 63 registrations required within corporate-established timelines.
• FINRA fingerprinting required.

What will set you apart

• Previous experience presenting to large groups and individuals .
• Advanced 401k, compliance, plan documentation and investment knowledge.
• Ability to travel the majority of the time (60-70%) via airline travel to various states, as well as using personal vehicle to go to local meetings with plan sponsors and brokers.

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave …