Relationship Manager - Core market
Core
Manage and grow strategic customer relationships within the retirement and financial services sector, acting as a trusted advisor to align client objectives with business goals.
Role type
Senior IC Relationship Manager (Retirement/Financial Services)
Builds
Strategic customer accounts and retirement readiness strategies
Domain
Financial Services / Retirement Planning
Deliverable
client delivery
Required skills
consultative selling, negotiation, strategic relationship management, retirement plan design expertise, stakeholder influence, business acumen, CRM documentation, data analysis
Preferred skills
experience in institutional relationship management, ability to pivot in dynamic environments, executive presence
Technologies
CRM systems, data analytics tools
Responsibilities
Develop and maintain effective relationships with customers; achieve annual metrics for retention, profitability, and engagement; serve as an advocate for the customer; support new sales and market development initiatives; manage internal and external customer relationships; prepare meeting materials and presentations.
Seniority
Senior, hands-on IC