出海雷达

Relationship Manager Core - Northern California

市场运营职能支持限定地区(需当地身份)
公司Empower
薪资$96,100 - $135,700/年
工作地点United States
地域资格限定地区(需当地身份)
时区要求日间重叠约 9 小时,基本正常作息
用工类型Full Time
发布时间今天
数据来源Himalayas
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注意地域限制:该职位明确限定在 United States 招聘。如果你是位于中国大陆的求职者,通常需要当地工作身份才能投递,或需与雇主确认是否接受独立合同(Contractor)形式合作。
关于本页中文:职位描述由本机离线模型翻译,属机器翻译,供快速判断用;正式沟通与投递请以英文原文为准。官方翻译通道恢复后会自动重译升级。

我们的未来愿景是基于这样一个想法:改变财务生活,首先让我们的人民自由地改变自己的工作环境。我们有一个灵活的工作环境和流动的职业道路。我们不仅鼓励,而且庆祝内部移动性。我们也认识到目的,幸福感和工作与生活平衡的重要性。在 Empower 和我们的社区中,我们努力创造一个欢迎和包容性的环境,我们的合作伙伴花费数千小时为他们最重要的事项做志愿服务。绘制你自己的路径并发展你的职业生涯,同时帮助更多客户实现金融自由。赋予自己力量。关系经理是我们的客户提供规定的解决方案的战略合作伙伴,满足了企业保留,增长和退休准备目标。核心市场关系经理负责加强 Empower 与公司市场部门的顾问,计划赞助商和第三方管理员之间的关系。这个角色专门从事与计划赞助者之间管理关系。你将做什么:·拥有一个企业账本的保留和利能力;计划通常会在10美元至50亿美元范围内内落下 · 与关键决策者建立和发展关系 ·与计划赞助商和顾问合作,关于计划设计,投资,退休准备,附属产品解决方案以及新机会。·提供包括员工教育规划在内的计划水平审查。·解决问题升级的问题。·与当地销售团队合作,深化顾问关系,发展新的业务,并扩大现有业务。·预计当地的或区域的顾问和客户会议的旅行。· 与其他部门和伙伴内部合作,解决问题并提供独特的解决方案。·处理复杂问题时与高级人员合作,客户,账户,项目,分析或内部关系。你将带来什么:· 公司在建立的时间表内需要 FINRA6和63注册 · 生命保险许可证要求 · FINRA 指纹要求 · 商业或相关学科或同等专业学位 · 4年以上金融服务或其他相关经验 · 2年以上战略关系建设 · 在符合规范,计划设计和监管要求领域对 ERISA 概念的基本理解 · 内视与研究

查看英文原文

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
Relationship Manager is the strategic partner to our clients who provide prescriptive solutions which meet business goals of retention, growth, and retirement readiness. The Core Market Relationship Manager is responsible for strengthening Empower's relationships with advisors, plan sponsors, and third-party administrators in the corporate market segment. This role specializes in managing relationships with plan sponsors having plan assets between $10 and $35 million.

What you will do:

  • Own the retention and profitability of a book of business; plans will typically fall within the $10 - $50 MM range
  • Build and grow relationships with key decision makers
  • Collaborate with the plan sponsor and advisors on plan design, investments, retirement readiness, affiliated product solutions, and new opportunities
  • Deliver plan level reviews including employee education planning
  • Problem-solve escalated issues
  • Partner with local sales team to deepen advisor relationships, develop new business, and grow existing business
  • Travel expected for local or regional onsite advisor and client meetings
  • Collaborates internally with other departments and partners to solve issues and provide unique solutions
  • Works with senior staff when dealing with complex issues, clients, accounts, projects, analyses, or internal relationships

What you will bring:

  • FINRA 6 & 63 registrations required within corporate-established timelines
  • Life Insurance license required
  • FINRA fingerprinting required
  • Bachelor Degree in Business or related discipline or equivalent experience
  • 4+ years financial services or other relevant experience
  • 2+ years building strategic relationships
  • Foundational understanding of ERISA concepts in the disciplines of: compliance, plan design, and regulatory requirements
  • Introspection and focus on personal and professional development
  • Effective communicator who delivers moderately complex content in a clear and succinct manner
  • Ability to sort and organize facts, data and other information to define a problem and develop effective solutions for the clients or internal partners
  • Basic negotiation and time management skills, with manager oversight
  • May travel as required within territory.
  • Majority of travel will be personal vehicle with an occasional overnight stay
  • Normal Office Working Conditions typically from a residential office with access to a working space free from distractions

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.
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) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

Base Salary Range
$96,100.00 - $135,700.00The 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:
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Originally posted on Himalayas

本页面信息整理自 Himalayas,版权归原发布方所有。职位可能随时关闭,投递请以原始页面为准。 本站只做信息聚合展示,不参与招聘流程,也不向求职者收取任何费用。

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