As avirtualRelationship Manager II at TheStandard, youwill be providing best in class and profitable customer service to channel relationships, plan decision-makers, and plan participants for assigned accountstoachieve business growth and customer retention.This role supports a dedicated book ofadvisors and employers virtually.
- Develop and manage effective primary relationships with primarily advisors, and channel relationships through frequent contact, proactive touchpoints, proactive phone calls, professional negotiation, responsive communication, and problem resolution.
- Develop and manageboth standalone plans andPrivate Label PEPs.
- Work with customers(primarily advisors, but alsoemployers), and channel relationships to understand their concerns/needsand,as needed, act asliaisonbetween home office departments and the customer toinitiateplan improvements and resolve issues. Inform the customerin a timely mannerof industry and regulatory changes and explain the impact on the client.
- Provide plan design consulting services as needed.Provide investment advisory services, fund lineup updates, and deliver Investment Due Diligence and MonitoringReportsas necessary.
- Drive client retention by providing valueaddedinformation to advisors and delivering information such as plan reviews through virtual meetings.
- Coordinate the installation of assigned new groups with the advisor and plan sponsor and channel relationships. This may include assisting in the data collection process, managing the new business submission process, delivering documents and agreements, communicating with the plan sponsor and channel relationship, and other activities related to a new plan.
- Deliver all aspects of the enrollment, re-enrollment, and education process. Includes scheduling,determiningcontent, preparing for, scheduling on-site employee meetings, and delivering virtual meetings.
- Participate in sales presentations as a relationship manager when requested bysalesmanager.
- Promote new products and services toemployers.
* Ability to work in Pacific Time Zone is a requirementofthe role. *
Skills and BackgroundYoullNeed:
1. Education: Bachelors degree preferred. Degree or an equivalent combination of education and relevant professional experience is required.
2.Experience: 5+ years demonstrated relationship management experience in the retirement plans field along with excellent working knowledge of qualified plans, ERISA, and qualified plan investments.
3.Professional certification required: You willbe requiredto transfer a Series 6 /7, with Series 63where applicable,OR a Series 65 license within90 daysof your date of hire.
These licenses arerequiredas part of your position.
Key Behaviors of a Successful Candidate
- Adaptability: Sees possibilities in changing circumstances, accepts and understands change and alters behavior as necessary.
- Winning Together: Actively engages colleagues to achieve shared outcomes by developing trust, inviting diverse perspectives and pushing to bring the best ideas forward.
- Customer Focus: Understands and anticipates both internal and external customer needs and develops customer-inspired solutions that exceed expectations.
In addition to the competitive salary range below, our employee-focused benefits support work-life balance. Learn more about working at The Standard.
The actual compensation for this role will be based on a combination of education and experience, knowledge and skills, position budget, internal equity, and market data.
Salary Range:
$100,000 annual salary + Relationship Manager Bonus Program
Positions will be posted for at least 5 days from original posting date.
