Relationship Manager LMN- Georgia

Grow your career with a growing organization

Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

What you will do:

• The Relationship Manager (RM) supports large and not for profit plans with assets valuing approximately 50m to 250m.
• Incumbent acts as the central point of business contact for assigned client “plan sponsor” relationships for both clients and internal personnel.
• The RM is accountable for assigned client relationships that includes overall service delivery, evaluating, improving and managing client satisfaction and risk / retention efforts, and client P&L management.
• Ensures satisfaction in order to retain clients, support clients in meeting retirement plan goals.
• Responsible for the relationship management of large and non-profit plans with an asset value typically ranging from 50 to 250 million.
• Responsible for maintaining client relationships by identifying solutions to enhance overall satisfaction, actively reducing risk of client loss and improving the financial viability of client relationships.
• This includes both enhancing revenue and working with internal partners to improve plan relationship efficiency.
• Ability to effectively report to management across key focus areas is critical to the success of this role.
• Responsible for consistently reinforcing the large and non-profit clients’ buying decision and strengthening overall client relationships.
• Conduct client meetings, working with internal SMEs and the service team, to bring Empower’s best thinking to clients in the areas of plan design, funding, administration, participant communications, compliance, fiduciary governance and industry trends.
• Responsible for representing the participant communications strategy to the client and building it into their annual plan for clients under $150m
• Deliver periodic plan statistical, regulatory/legislative, and industry trending presentations to clients – both via phone and in person.
• Work with the client service team to develop, present to the client, and implement client business planning deliverables.
• Participate in new business finals presentations and client site visits building rapport with clients and managing client expectations beginning with the sales process and continuing throughout the relationship.
• Has a good understanding of client needs, and aligns those needs to business plans.
• Demonstrates knowledge of the company’s products and services.
• Ability to travel to client / prospective client meetings, internal team/SME/leadership relationship development or training is central to the role.
• Role requires understanding of revenue and expense variables associated with client relationships, with goal of enhancing revenue where appropriate​.
• Evaluating and Managing Client Satisfaction:
• Ability to ascertain both the obvious and not so obvious signs of satisfaction / dissatisfaction and effectively work to positively influence client perspective.
• Relationship Penetration Expertise:
• Developing as deep and as broad a relationship with clients / advisors as possible
• Defining & Execution Specific Client Retention Strategy
• Defining & Assessing the Reasons for Client Risk:
• Understanding how / why we look at and evaluate client risk status
• Understanding “Provider”, “Client” & “Industry” Risks
• Identifying and working with key internal and external partners to retain clients
• Organizational Navigation:
• Understanding who to go to in order to get things done for a client and the organization.
• Knowledge and ability to navigate governance structure i.e. Business Acceptance Committee
• Effective Communication & Presentation Skill:
• Effectively communicate ideas / messages in a clear and succinct manner
• Ability to articulate Empower value proposition, participant and plan sponsor experience, and relationship management value proposition
• Keeping the Organization Informed
• Timely, effective and comprehensive management reporting
• Understanding the Competitive Environment and What Differentiates Empower from Our Competition
• Self-Improvement - Importance of introspection and focus on personal development
• Strong Team and Business Leadership Characteristics:
• Working independently and being resourceful
• Effective time management
• Effective Project Management
• Critical thinking and decision making
• Business Ownership - Making decisions and looking at one’s portfolio as a “sole proprietor” would.
• Acumen specific to client P&L Management:
• Understanding and being conversant on revenue and expense variables associated with client relationships.
• Ability to Work Effectively with Internal Parties to Identify, Strategize and Deliver on Financial Goals
• Understanding of capital markets and Empower proprietary investment management products and services
• Ability to plan for, negotiate and effectively manage contract renewal process in timely manner.

What you will bring:

• FINRA 6 & 63 registrations required within corporate-established timelines.
• FINRA fingerprint required.
• Bachelor's Degree, Plus 5 years relevant experience.
• Understanding and being conversant on revenue and expense variables associated with client relationships. 
• Understanding of investment management products and services 
• Strong communication skills
• Ability to build rapport with clients and proactively manage client expectations
• Working independently and being resourceful
• Effective time management.
• Effective Project Management.
• Critical thinking and decision making.
• Customer Focus.
• Building Partnerships.
• Communicating & Speaking Out.
• Frequent use of office equipment including PC, phone, fax, copier. 
• May sit for long periods of time. 
• May stand, stoop, reach, pull and push on occasion. 
• Frequent use of office equipment including PC, phone, fax, copier. 
• Travels frequently and may fly on airplanes, drive automobiles for long periods of time, carries a briefcase and lifts luggage as needed. 

This job description is not intended to be an exhaustive list of all duties, responsibilities and qualifications of the job. The employer has the right to revise this job description at any time. You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this job description. You may be required perform other duties that are not included on this job description. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• 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) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.

Base Salary Range

$109,600.00 - $158,950.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer • Drug-free workplace

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. 

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

Job Posting End Date at 12:01 am on:

11-01-2024