Relationship Manager LMN - Multiple Employer Plans
KS Remote, United States
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
What you will do:
- The Relationship Manager (RM) supports large and not for profit plans with assets valuing approximately 50m to 250m.
- Candidate must have experience with Multiple Employer Plans.
- Candidate must have experience with Professional Employer Plans.
- Incumbent acts as the central point of business contact for assigned client “plan sponsor” relationships for both clients and internal personnel.
- The RM is accountable for assigned client relationships that includes overall service delivery, evaluating, improving and managing client satisfaction and risk / retention efforts, and client P&L management.
- Ensures satisfaction in order to retain clients, support clients in meeting retirement plan goals.
- Responsible for maintaining client relationships by identifying solutions to enhance overall satisfaction, actively reducing risk of client loss and improving the financial viability of client relationships.
- This includes both enhancing revenue and working with internal partners to improve plan relationship efficiency.
- Ability to effectively report to management across key focus areas is critical to the success of this role.
- Responsible for consistently reinforcing the large and non-profit clients’ buying decision and strengthening overall client relationships.
- Conduct client meetings, working with internal SMEs and the service team, to bring Empowers best thinking to clients in the areas of plan design, funding, administration, participant communications, compliance, fiduciary governance and industry trends.
- Responsible for representing the participant communications strategy to the client and building it into their annual plan for clients under $150m
- Deliver periodic plan statistical, regulatory/legislative, and industry trending presentations to clients – both via phone and in person.
- Work with the client service team to develop, present to the client, and implement client business planning deliverables.
- Participate in new business finals presentations and client site visits building rapport with clients and managing client expectations beginning with the sales process and continuing throughout the relationship.
- Demonstrates knowledge of …
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Business resource groups Career growth opportunities Dental Financial Advisory Services Flexible work environment Generous paid time off Inclusive benefits Inclusive culture Internal mobility Leave of absence programs Life Insurance Medical Paid Time Off Paid volunteer time Retirement savings Tuition reimbursement Vision Work-life balance
Tasks- Client retention
- Conduct client meetings
- Enhance client satisfaction
- Manage client relationships
Administration Business Planning Capital Markets Client Communication Client Meetings Client Retention Client satisfaction Client service Communication Compliance Critical thinking Decision making Empower Fiduciary Governance Financial analysis Funding Industry trends Investment Management Organizational Plan Design P&L Management Presentation Relationship Management Reporting Risk Management Sales Sales process Training
Experience5 years
EducationBachelor's Bachelor's degree Business
Certifications TimezonesAmerica/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9