Position Summary: 

Our Strategic Engagement Team at Cerity Partners supports engagement across all service lines through business development and marketing efforts. The Relationship Managers primarily support our Workplace Solutions business through the prospecting, sale, implementation, and servicing of companies looking to provide financial planning benefit to their employees.  The Relationship Manager develops and oversees the optimization and evolution of our corporate programs.  They work alongside cross-functional teams to design strategic tactics that drive growth. 

Primary Responsibilities

• Manages Workplace Solutions corporate financial programs; responsibilities include but are not limited to:

  • Responsible for supporting the strategic growth of our corporate programs through existing and new business

  • Leads and manages project initiatives: building project plans, managing project milestones, and seeing them through to completion

  • Responsible for collaborating on growth strategies within each relationship for both B2B and B2C growth.

  • Coordinates with cross-functional teams (i.e Marketing, Advisor Teams, Compliance, etc.) to execute project milestones

  • Curates Workplace Solutions external collateral (i.e. email drip campaigns, newsletters, flyers, invites, presentations) in concert with Advisor and Marketing teams

  • Assists advisors with the creation of benefits education, video scripts, presentation talk tracks, etc.

  • Prepares agendas for and facilitates all Workplace Solutions program recurring meetings (both internal and external)

  • Leads recurring meetings with advisor teams to provide updates and ideas to grow programs

  • Attends all internal and external meetings for the relationships they are responsible for

  • Tracks and reviews program metrics to identify trends and potential gaps to evolve program efficacy

• Manage relationships with corporate partners; responsibilities include but are not limited to:

  • Facilitate regular communication with our HR partners

  • Develop and present quarterly data detailing engagement, trends, and KPIs

  • Present solutions and strategies to evolve our programs to better meet the needs of the organization and their people.

Required Qualifications:

• Bachelor's degree required, with a concentration in business, project management, marketing/communications, or related field preferred

• 7+ years’ experience in account management, sales, or marketing

Preferred Qualifications:

• PMP certification

Skills and Competencies:

• Strong interpersonal and networking skills, with an ability to cultivate and manage client relationships, and work effectively with others

• Ability to create, compose, and edit written materials

• Strong communication and presentation skills

• Strong interpersonal and networking skills, with an ability to cultivate, and manage client relationships

• Possesses strong computer skills: Microsoft Office suite (especially Microsoft Word, PowerPoint & Excel), CRM systems, and intranet

• Salesforce, Asana, and Canva experience

• High level of integrity in dealing with confidential client and prospect information

• Willingness to travel (estimated 5% of time) and work a flexible schedule (some evening events required)

• Has a positive attitude, is collaborative, takes initiative/responsibility for projects, and has a desire to coach others

Compensation Range:

$90,000 - $110,000