Relationship Manager Core - Northern California
Core
Strategic partner to corporate plan sponsors and advisors, providing prescriptive solutions for retention, growth, and retirement readiness for plans with $10M-$50M in assets.
Role type
Senior IC Relationship Manager (Corporate Financial Services)
Builds
Long-term relationships with plan sponsors, advisors, and third-party administrators to drive business growth and retention.
Domain
Corporate Financial Services / Retirement Planning
Deliverable
client delivery
Required skills
Strategic relationship building, plan design, ERISA compliance, retirement readiness, problem-solving, negotiation, time management
Preferred skills
Internal mobility, personal development, effective communication
Technologies
None stated
Responsibilities
Own retention and profitability of a book of business; build relationships with key decision makers; collaborate on plan design and investments; deliver plan level reviews; solve escalated issues; partner with local sales teams; travel for client meetings.
Seniority
Mid-Senior, hands-on IC