Full-Time
Relationship Manager 2/3
Direct Staffing
No salary listed
San Francisco, CA, USA
In Person
Category
 Finance & Banking (1) |
|---|
Requirements
- Bachelor’s degree is required; degree or experience in Business Administration is preferred.
- Five or more years of demonstrated relationship management experience in the retirement plans field or an equivalent combination of education and/or relevant experience.
- Strong knowledge of qualified plans, Employee Retirement Income Security Act of 1974 and qualified plan investments.
- In depth knowledge of The Standard’s retirement plan products and services is preferred.
- Professional certification required: NASD Series 6, 63, 65 or equivalent.
- Retirement plans industry certification preferred or in process.
- Travel is required.
- Minimum Education - Bachelor’s Degree.
- 2+ to 5 years experience
Responsibilities
- Independently develop and manage effective primary relationships with plan sponsors and channel relationships through frequent client contact, including on-site visits, proactive phone calls, professional negotiation, responsive communication, and problem resolution.
- Act as liaison between home office departments and the customer to initiate plan improvements and resolve issues, informing the customer in a timely manner of industry and regulatory changes and explaining the impact on the client.
- Provide plan design consulting services.
- Drive client retention by delivering annual plan reviews to decision-makers and initiating proactive client contact and meetings.
- Provide investment advisory services, fund lineup updates and deliver Investment Due Diligence and Monitoring Reports.
- Coordinate the installation of assigned new groups with the plan sponsor and channel relationships, including data collection, new business submission process, document delivery, and communication.
- Deliver enrollment, re-enrollment, and education processes, including scheduling, determining content, and delivering meetings.
- Participate in sales presentations as a relationship manager when requested by the sales manager.
- Promote new products and services to plan sponsors.
- Provide leadership and guidance to junior Client Service Consultants.
Desired Qualifications
- In depth knowledge of The Standard's retirement plan products and services is preferred.
- Retirement plans industry certification preferred or in process.
- 3-5 years as a relationship manager.
- Has worked in an advisor-centric environment before.
- Ideal candidates should have worked for John Hancock, Transamerica, Fidelity, etc.