PanAgora Asset Management is a company focused on transforming financial lives through a flexible work environment and internal mobility. The Senior Relationship Manager Mid-Market serves as a strategic partner to clients, managing relationships and delivering solutions that drive business goals related to retention, growth, and retirement readiness.
Responsibilities:
- Manage a portfolio of mid-size complex retirement plans, typically 20 to 30 plans, ensuring long-term retention and profitability. The number of plans may be higher for roles designated as a Virtual Mid-Market Relationship Manager, depending on the structure of the client book of business
- Cultivate and deepen relationships with plan sponsors, advisors, and internal stakeholders to drive business growth
- Act as a trusted advisor by delivering strategic insights on plan design, investments, retirement readiness, and industry trends
- Lead periodic plan reviews, including participant education planning and regulatory updates
- Represent the participant communications strategy, integrating it into annual client plans
- Partner with sales teams to expand advisor relationships, develop new business, and grow existing accounts
- Work with client service teams to design and implement business planning deliverables
- Participate in new business finals presentations and site visits, building rapport and managing client expectations
- Identify and implement solutions that enhance overall satisfaction while maintaining the financial viability of client relationships
- Serve as the primary escalation point for complex client issues, ensuring swift and effective resolution
- Collaborate across internal teams to provide tailored, high-value solutions for clients
- Navigate organizational governance structures to advocate for client needs and business objectives
- Stay informed on market trends, competitive landscape, and regulatory changes
- Deliver client presentations on industry insights, plan performance, and legislative updates
- Manage client P&L, balancing revenue growth and operational efficiency
- Lead contract renewals, negotiations, and pricing strategies
- Identify opportunities to optimize plan efficiency and maximize revenue potential
Requirements:
- Bachelor's degree in business or related discipline or equivalent experience
- 5+ years financial services including building strategic relationships
- FINRA 6 and 63 registration required within corporate-established timelines
- FINRA fingerprinting required
- Life Insurance License required
- Proven experience managing client relationships in financial services, retirement plans, or a related industry
- Strong understanding of plan design, investment management, and fiduciary governance
- Excellent negotiation, presentation, and communication skills
- Ability to navigate organizational structures and influence decision-making
- Strong business acumen, including financial and risk management expertise
- Ability to travel 5-20% as needed based on territory and client book of business being proactive/in person vs reactive/virtual which requires minimal travel