Senior Relationship Manager Mid-Market Tax Exempt

Empower Retirement, LLC is committed to transforming financial lives and fostering a flexible work environment. The Senior Relationship Manager Mid-Market supports tax-exempt retirement plans, acting as the central point of contact for client relationships and ensuring service delivery, client satisfaction, and risk management.

Responsibilities:

• Maintain and retain client relationships of large tax-exempt retirement plans with an asset value typically ranging from $35 to $150 million by identifying solutions to enhance overall satisfaction, actively reducing risk of client loss and improve the financial viability of client relationships
• 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
• 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
• Deliver periodic plan statistical, regulatory/legislative, and industry trending presentations to clients – both via video conference and in person
• Ascertain both the obvious and not so obvious signs of satisfaction/dissatisfaction and effectively work to positively influence client perspective
• Navigate governance structure (e.g. Business Acceptance Committee)
• Effectively communicate ideas/messages in a clear and succinct manner
• Articulate Empower value proposition, participant and plan sponsor experience, and relationship management value proposition
• Provide timely, effective and comprehensive management reporting on plan health and opportunities
• Understand and be conversant on revenue and expense variables associated with client relationships
• Understand capital markets and Empower’s proprietary investment management products and services

Requirements:

• Bachelor's degree
• 5+ years relevant experience
• Strong communication skills
• Ability to build rapport with clients and proactively manage client expectations
• Ability to travel to client / prospective client meetings, internal team/SME/leadership relationship development or training is central to the role
• FINRA 6 & 63 registrations required within established timelines
• FINRA fingerprint required
• Understanding of investment management products and services
• Understanding and being conversant on revenue and expense variables associated with client relationships
• Working independently and being resourceful
• Effective time management
• Effective project management
• Critical thinking and decision making
• Customer focus
• Experience building collaborative partnerships