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Senior Relationship Manager – Mid-Market

Location

United States

Posted

85 days ago

Salary

$105.7K - $149.3K / year

Seniority

Senior

Bachelor Degree5 yrs expEnglishSwift

Job Description

Senior Relationship Manager – Mid-Market

Empower

• Manage a portfolio of mid-size complex retirement plans, typically 20 to 30 plans, ensuring long-term retention and profitability. • Cultivate and deepen relationships with plan sponsors, advisors, and internal stakeholders to drive business growth. • Act as a trusted advisor by delivering strategic insights on plan design, investments, retirement readiness, and industry trends. • Lead periodic plan reviews, including participant education planning and regulatory updates. • Represent the participant communications strategy, integrating it into annual client plans. • Partner with sales teams to expand advisor relationships, develop new business, and grow existing accounts. • Work with client service teams to design and implement business planning deliverables. • Participate in new business finals presentations and site visits, building rapport and managing client expectations. • Identify and implement solutions that enhance overall satisfaction while maintaining the financial viability of client relationships. • Serve as the primary escalation point for complex client issues, ensuring swift and effective resolution. • Collaborate across internal teams to provide tailored, high-value solutions for clients. • Navigate organizational governance structures to advocate for client needs and business objectives. • Stay informed on market trends, competitive landscape, and regulatory changes. • Deliver client presentations on industry insights, plan performance, and legislative updates. • Manage client P&L, balancing revenue growth and operational efficiency. • Lead contract renewals, negotiations, and pricing strategies. • Identify opportunities to optimize plan efficiency and maximize revenue potential.

Job Requirements

  • Bachelor’s degree in business or related discipline or equivalent experience
  • 5+ years financial services including building strategic relationships.
  • FINRA 6 and 63 registration required within corporate-established timelines.
  • FINRA fingerprinting required.
  • Life Insurance License required
  • Proven experience managing client relationships in financial services, retirement plans, or a related industry.
  • Strong understanding of plan design, investment management, and fiduciary governance.
  • Excellent negotiation, presentation, and communication skills.
  • Ability to navigate organizational structures and influence decision-making.
  • Strong business acumen, including financial and risk management expertise.
  • Ability to travel 5-20% as needed based on territory and client book of business being proactive/in person vs reactive/virtual which requires minimal travel.

Benefits

  • 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 (FMLA)
  • Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

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