Job Closed
This listing is no longer active.
We help people achieve financial well-being and peace of mind.
Relationship Manager II – Dedicated Virtual
Location
Oregon
Posted
86 days ago
Salary
$105K / year
Seniority
Senior
Job Description
Relationship Manager II – Dedicated Virtual
The Standard
• Provide best in class and profitable customer service to channel relationships, plan decision-makers, and plan participants for assigned accounts to achieve business growth and customer retention. • Develop and manage effective primary relationships with primarily advisors, and channel relationships through frequent contact, proactive touchpoints, proactive phone calls, professional negotiation, responsive communication, and problem resolution. • Provide plan design consulting services as needed. • Act as liaison between home office departments and the customer to initiate plan improvements and resolve issues. • Drive client retention by providing value added information to advisors and delivering information such as plan reviews through virtual meetings. • Coordinate the installation of assigned new groups with the advisor and plan sponsor and channel relationships.
Job Requirements
- A Bachelor’s degree is required.
- Requires 3+ years’ of demonstrated relationship management experience in the retirement plans field.
- Working knowledge of qualified plans, ERISA, and qualified plan investments.
- Ability to work in Pacific Time Zone is a requirement of the role.
- Certification: You will be required to transfer or obtain a Series 6 /7, with Series 63 where applicable, OR a Series 65 license within 90 days of your date of hire. These licenses are required as part of your position.
Benefits
- A rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions
- An annual incentive bonus plan
- Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually — PTO increases with tenure
- A supportive, responsive management approach and opportunities for career growth and advancement
- Paid parental leave and adoption/surrogacy assistance
- An employee giving program that double matches your donations to eligible nonprofits and schools
Related Guides
Related Job Pages
More Account Manager Jobs
• Promotes BeOne’s Hematology products through calls on targeted physicians in assigned territory. • Implements sales, marketing and patient support programs. • Trains and educates physician support staff on the proper use of BeOne’s Hematology products. • Maintains communication and integrates activities with BeOne’s Market Access Team. • Identifies customer changes and ensures appropriate resources are allocated. • Performs administrative functions including reporting call activity and customer information, and submitting expenses.
• Manage investigative files from assignment through invoice, including coordinating and overseeing providers conducting work on assigned cases to ensure timely completion and adherence to client requirements. • Review new files, confirm objectives, and request additional information as needed • Schedule assignments in accordance with client specifications and turnaround times • Provide timely client updates and acknowledgements in a clear and concise manner • Ensure accurate documentation, billing, and case notes in the case management platform • Proof files for accuracy and completeness • Monitor dashboards, due dates, and hard due files • Respond promptly to internal and external communications • Collaborate with providers, clients, and other departments • Assist the Director with special projects and analysis
Account Specialist About the Role: Nuvant is seeking Account Specialists to join our team. In this role, you’ll support individuals and small businesses by helping them understand and access personalized financial solutions. You’ll manage inbound and outbound communications and offer thoughtful recommendations based on the client’s goals. Core Responsibilities - Proactively reach out to clients and handle inbound inquiries - Discuss client goals and align solutions accordingly - Provide clear explanations of services and next steps - Track activity and maintain up-to-date records in CRM - Support retention efforts through ongoing communication Qualifications - High school diploma or college degree preferred - Prior experience in sales, lead generation, or customer service roles a plus - Results and goal oriented - Able to work independently in a work from home environment What We Offer - Competitive base salary plus performance-based bonuses and incentives. - Access to comprehensive benefits package including medical, dental, vision, 401k, and paid time off. - A work from home environment with flexible scheduling options - Ongoing training and support
Area Manager
Mondelēz InternationalWe’re a house of incredible brands providing people with the right snack, for the right moment, made the right way.
• Ensure maximum visual impact and optimal shelf availability using merchandising techniques. • Implement and monitor promotional activities. • Placement and implementation of point-of-purchase materials. • Report on activities.



