E

Empower

Personalized financial guidance, savings, investing platform

Relationship Manager Core

Account ManagementPosted on Nov 9
Full-timeKentucky, USA

About the Job

Requirements

  • FINRA Series 6 and Series 63 registrations are required within corporate-established timelines.
  • A life insurance license is required.
  • FINRA fingerprinting is required.
  • A bachelor's degree in Business or a related discipline, or equivalent experience, is required.
  • At least 4 years of financial services or other relevant experience is required.
  • At least 2 years of experience building strategic relationships is required.
  • A foundational understanding of ERISA concepts in compliance, plan design, and regulatory requirements is required.
  • The ability to communicate moderately complex content clearly and succinctly is required.
  • The ability to organize facts, data, and other information to define problems and develop effective solutions for clients or internal partners is required.
  • Basic negotiation and time-management skills are required, with manager oversight.
  • The candidate must reside in Kentucky.
  • The candidate must be able to travel 40 to 60 percent of the time as needed by the territory or book of business; most travel is by personal vehicle, with occasional overnight stays.
  • The role is typically performed from a residential office with a distraction-limited workspace.

Responsibilities

  • Own the retention and profitability of a book of business, with plans typically ranging from $10 million to $35 million in assets.
  • Build and grow relationships with key decision makers.
  • Collaborate with plan sponsors and advisors on plan design, investments, retirement readiness, affiliated product solutions, and new opportunities.
  • Deliver plan-level reviews, including employee education planning.
  • Resolve escalated issues.
  • Partner with the local sales team to deepen advisor relationships, develop new business, and grow existing business.
  • Travel for local or regional onsite advisor and client meetings.
  • Collaborate internally with other departments and partners to solve issues and provide unique solutions.
  • Work with senior staff on complex issues, clients, accounts, projects, analyses, or internal relationships.

Desired Qualifications

  • Focus on personal and professional development.

About the Company

Empower

Personalized financial guidance, savings, investing platform

Empower is a financial services provider focused on helping people save, invest and receive advice. It serves both organizations and individuals, offering tools, guidance and support to reach financial goals. Its products work by giving users access to personalized financial advice and resources, combining advisory support with digital tools to manage accounts and investments. The company differentiates itself through its large, diverse client base (over 71,000 organizations and 17 million individuals) and its emphasis on trust, integrity and personalized guidance, aiming to deliver financial well-being at scale. Its goal is to empower financial freedom for all by delivering clear advice, tailored guidance and essential support throughout the financial journey.

Company size
Not listed
Company stage
Not listed
Total funding
Not listed
Headquarters
Flower Mound, TX
Founded
2014

Recently Posted Jobs

Explore more opportunities at Empower

See more jobs