Support the day-to-day operations activities of our strategic distribution business, delivering tailored, concierge level service to our distribution partners.
Act as liaison between external partners and internal teams to drive resolution on all service issues, leading as relationship manager for our distribution partners.
Own and drive to resolution all firm back office and wholesaler escalated service issues.
Serve as a point of contact for inquiries from business partners including external third-party record-keepers and external auditors.
Produce and distribute daily, weekly and/or monthly reports related to our distribution partners’ business.
Gain a deep understanding of our distribution partners’ business models and tailor operations to support them.
Demonstrate agility and flexibility to work on or support special projects as needed.

3+ years of relationship management, or comparable concierge level client services experience
1+ year of insurance industry experience, with knowledge of annuities, life, disability, LTC, or hybrid insurance products
Estimated travel 10%: ability to travel to firms, which can be located anywhere in the country

Regular meetings with the MMSD team
Focused one-on-one meetings with your manager
Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups
Access to learning content on Degreed and other informational platforms

Relationship Manager

About this role