Managing Dir Relationship Mgmt LMN

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Job description

Grow your career with a growing organization

Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

Job Description

The Managing Director, RM is responsible for managing a more sophisticated plan sponsor who has broad experience and understanding of the 401k marketplace. The plan design, fee structure and investments increase in complexity based on the size of the client. The Managing Director, RM is accountable for assigned client relationships (typically at the C-suite level) that includes overall service delivery, evaluating, improving, and managing client satisfaction and risk / retention efforts, and client P&L management.

What you will do

• Responsible for the relationship management of mega and non-profit plans with an asset value typically ranging from 500 million to more than 1 billion.
• Responsible for maintaining client relationships by identifying solutions to enhance overall satisfaction, actively reducing risk of client loss, and improving the financial viability of client relationships. This includes both enhancing revenue and working with internal partners to improve plan relationship efficiency.
• Ability to effectively report to management across key focus areas is critical to the success of this role.
• Responsible for consistently reinforcing mega and non-profit clients' buying decision and strengthening overall client relationships.
• Conduct client meetings, working with internal SMEs and the service team, to bring Empowers best thinking to clients in the areas of plan design, funding, administration, participant communications, compliance, fiduciary governance, and industry trends.
• Delivering periodic plan statistical, regulatory/legislative, and industry trending presentation to clients - both via phone and in person.
• Work with the client service team to develop, present to the client, and implement client business planning deliverables.
• Leadership - peer coaching and tactical execution on key initiatives.
• Participate in new business finals presentations and client site visits building rapport with clients and managing client expectations beginning with the sales process and continuing throughout the relationship.
• Has a good understanding of client needs, and aligns those needs to business plans.
• Demonstrates knowledge of the company's products and services.
• Ability to travel to client / prospective client meetings, internal team/SME/leadership relationship development or training is central to the role.
• Ensures satisfaction to retain clients, support clients in meeting retirement plan goals

What you will bring

• Bachelor's degree.
• 10+ years of industry and RM role specific experience
• Extensive working experience with mega corporate or NFP market client relationships.

REGISTRATIONS / CERTIFICATIONS / LICENSING REQUIRED:

• FINRA 6 & 63 registrations required within corporate-established timelines.
• FINRA fingerprint required.

What will set you apart

• Understanding and being conversant on revenue and expense variables associated with client relationships
• Understanding of investment management products and services
• Excellent communication and negotiation skills
• Ability to build rapport with clients and proactively manage client expectations
• Working independently and being resourceful
• Effective time management
• Deep knowledge of plan complexities

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• Medical, dental, vision and life insurance
• Retirement savings - 401(k) plan with generous company matching contributions (up to 5%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire - including a paid time off program plus nine paid company holidays and three floating holidays each calendar year
• Paid volunteer time - 16 hours per calendar year
• Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.

The salary range below describes the minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Base Salary Range

$ 121,,600.00

Location

OH Remote

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.