Senior Relationship Manager Mid-Market

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