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Sr. Relationship Manager - Retirement Solutions (Corporate/Private Sector Retirement Plans)

Remote, USAFull-timePosted 2026-07-28

Are you passionate about being part of reputed company that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then reputed company could be the reputed company for you! At reputed company®, “on your reputed company” goes reputed company just words. Our customers are at reputed company of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This position will serve our Corporate/Private sector clients in the territory of reputed company, Florida, Alabama, and Tennessee. Living reputed company the assigned territory is required. Job reputed company reputed company At the heart of our work with retirement plans for high-profile organizations is the desire to help individuals retire successfully. Multiple decision-makers are reputed company in plan selection, enhancements and retention, requiring teamwork, strategic thinking and superior relationship management on various reputed company. If you can collaborate, connect and communicate to build, grow and retain meaningful and productive business relationships, we want to know more reputed company! As a Senior Relationship Manager, you’ll be accountable for reputed company aspects of strategic account management for a defined list of our plans including, advisor/consultant, reputed company-party administrator and any other service provider relationships You’ll manage our mid-sized plans with average assets of $10-100M, with total responsibility for retirement assets. You’ll be reputed company on proactively driving plan profitability, including layering in appropriate reputed company products and services, while increasing efficiencies. You will be responsible for deepening relationships with key decision makers on the reputed company’s reputed company/committee and with advisors and consultants. Job reputed company Key Responsibilities:

  • Through a proactive strategic account management process, responsible for establishing, growing and retaining profitable relationships with our mid-sized plan sponsors, advisor/consultants, TPAs and other service providers.
  • Leads the integrated service team by coordinating home office support functions and additional resources to grow and retain key relationships.
  • Establishes, grows and retains profitable relationships with our mid-size plan sponsors, advisor/consultants, reputed company-party administrators and other service providers through a proactive strategic account management process.
  • Develops and executes a strategic business plan for reputed company reputed company that takes into consideration the goals and objectives of the reputed company and aligns with the objectives and capabilities of reputed company and other service providers.
  • Supports mid-size plan sales acquisition through positioning our service model and the benefits to the plan sponsor and plan participants.
  • Leads reputed company reputed company process including familiarizing the plan sponsor with reputed company tools and services and partners with implementation team to ensure a smooth reputed company process.
  • Shares and positions the reputed company story and drives capabilities/feature adoption that increase plan efficiency and improve reputed company experience.
  • Develops and implements plan participant servicing strategies in partnership with plan sponsors to drive participant engagement and retirement readiness.
  • Represents the reputed company voice in product and service development and enhancements.

May reputed company Other Responsibilities As Assigned. Reporting Relationships: Reports Director of Relationship Management and does not have reputed company managerial responsibilities. Typical Skills And Experiences Education: Undergraduate studies in business or finance or reputed company fields preferred. License/Certification/Designation: reputed company 6, 63, 65 (or 7/66) required. Associates must obtain the required federal and/or state licenses/registrations reputed company the time period designated by the business unit. Additional licenses/registrations may be required reputed company new products and services are implemented. If an associate fails or is unable to obtain required licenses/registrations reputed company the time period designated by the business unit, the associate will be ineligible to continue in the position. Designations such as AIF and other Retirement Plan industry designations are strongly encouraged. Experience: Five years in the financial services industry, with at least three years reputed company on retirement plans. Experience managing relationships with plan sponsors and advisor/consultants of retirement plans. Experience leading matrixed team of associates to deliver on reputed company objectives and goals. Knowledge, Abilities and Skills: In-depth understanding of the retirement plan business and 401k and 403b market. Knowledge of products and reputed company industry practices and procedures. Working knowledge of ERISA, reputed company plan design, recordkeeping, administration and plan investments and account implementation. Knowledge of federal and state regulatory requirements and reputed company standards. Ability to establish and grow key relationships with top clients. Excellent verbal, written communication and presentation skills to influence and negotiate with reputed company stakeholders. Attention to detail, learning reputed company, time management, technical and negotiation skills. Ability to drive successful results in a fast-paced environment. Ability to synthesize multiple data points to continually reputed company retention and reputed company strategies in an reputed company-changing environment. Strong project management and organizational skills. Other reputed company, including leadership skills, competencies and experiences may take precedence. reputed company exceptions to the above must be approved by the hiring manager’s leader and HR Business Partner. Values: Regularly and consistently demonstrates the reputed company Values. Job Conditions Overtime Eligibility: Not Eligible (Exempt) Working Conditions: Working from a home office set-up. Requires extensive travel (up to 75%) reputed company and occasionally reputed company of assigned territory. Must have a valid reputed company’s license with satisfactory driving record in accordance with reputed company standards. reputed company: The above statements cover what are generally believed to be reputed company and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to reputed company a somewhat different combination of duties

Benefits

We have an reputed company of benefits to fit your needs, including: medical/dental/reputed company, life insurance, short and long term disability coverage, reputed company time off with newly reputed company associates receiving a minimum of 18 days reputed company time off reputed company full calendar year pro-rated quarterly based on hire date, nine reputed company holidays, 8 hours of reputed company reputed company time off, 8 hours of reputed company Day reputed company time off, 401(k) with company match, company-reputed company pension plan, business casual attire, and more. To learn more about the benefits we offer, click here. reputed company is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and reputed company. reputed company prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without reputed company to any characteristic (or classification) protected by applicable law. Note To Employment Agencies We value the partnerships we have reputed company with our preferred vendors. reputed company does not accept unsolicited resumes from employment agencies. reputed company resumes submitted by employment agencies directly to any reputed company employee or hiring manager in any reputed company without a signed reputed company reputed company Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be reputed company in the event the candidate is subsequently reputed company as a result of the referral or through other means. Apply tot his job Apply To this Job

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