Cetera Financial Group

Relationship Manager, RPS

Cetera Financial Group • $70K — $95K *
Dallas, TX 75217In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's degree in relevant field
  • Minimum 5 years of financial services experience
  • Experience in relationship management within financial services
  • Strong written and verbal communication abilities
  • Proficient in presentation and negotiation with senior executives
  • Knowledge of IRS and DOL regulations for retirement plans
  • Familiar with both qualified and non-qualified retirement solutions
  • Excellent time management and organizational skills
  • Strong problem-solving capabilities and attention to detail

Responsibilities

  • Set and drive strategic direction for assigned retirement plans
  • Build and maintain relationships with plan decision makers
  • Serve as liaison between 3rd party partners and home office
  • Provide fiduciary guidance to plan administrators
  • Plan and conduct investment and market reviews both on-site and virtually
  • Facilitate discussions regarding plan design and resolution of issues
  • Drive plan participation and contributions through education solutions
  • Differentiate Cetera's retirement plan offerings to enhance client retention
  • Assist sales team with new business opportunities
  • Cross sell Cetera services and solutions
  • Travel up to 50% to client locations

Benefits

  • Comprehensive health and wellness programs
  • Retirement savings plan options
  • Professional development and training opportunities
  • Flexible work arrangements
  • Travel opportunities associated with client engagements
Full Job Description
Job Description

The Relationship Manager is responsible for providing retirement plan clients and partners strategic plan management, investment management, and client service. This role serves as both an internal and external resource to support retirement plan clients and help navigate day to day service with 3rd party partners. This is an independent role which requires travel to client locations for presentations to plan administrators and plan participants.

What you will do:
  • Setting and driving strategic direction for assigned retirement plans
  • Building and maintaining strong relationships with plan decision makers
  • Serving as liaison between 3rd party partners (recordkeepers, third party administrators and financial professionals) and home office
  • Providing fiduciary guidance to plan administrators
  • Planning and conducting executive and investment/market plan reviews - both on-site and virtually
  • Facilitating discussions with plan administrators and decision makers regarding plan design, plan issue resolution, and legal/regulatory issues
  • Driving plan participation and overall plan contributions through plan design and participant education solutions
  • Differentiating Cetera's retirement plan solutions to drive client retention
  • Assist the sales team with new business opportunities and participating in sales presentations
  • Cross sell Cetera solutions and services
  • Travel Requirements: Up to 50%


What you need to have:
  • Bachelor's degree required in relevant course of study
  • Minimum of 5 years' experience in financial services industry
  • Relationship management experience in the financial services industry
  • Excellent written and verbal communication skills
  • Strong presentation and negotiation skills with c suite
  • Knowledge of IRS and DOL regulations relating to qualified retirement plans
  • Working knowledge of both qualified and non-qualified retirement plan solutions
  • Excellent time management and organizational skills
  • Strong problem-solving skills and attention to detail
  • Ability to work independently in a fast-paced environment
  • Ability to multi-task in various software applications and managing to deadlines


What's nice to have:
  • FINRA Series 65 or 66 licensing preferred (or ability to obtain within 90 days of employment)
  • Strong proficiency with Microsoft suite of products - Outlook, Excel, Word, etc.
  • Client Relationship Management (CRM) software experience

About Cetera Financial Group

Cetera Financial Group is a network of independent broker-dealer firms that provide financial advice to individuals and small businesses. The company was founded in 2010 and is headquartered in El Segundo, California. Cetera Financial Group offers a range of services, including investment advice, financial planning, and insurance products. The company has over 8,000 financial advisors and manages over $200 billion in assets.
Learn more about Cetera Financial Group
Size
8,000 employees
Industry
Finance & Insurance
Founded
2010
* Ladders Estimates

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