Retirement Plan Relationship Manager

The Strategic Relationship Manager is responsible for providing retirement plan clients and partners strategic plan management, investment management, and client service. This role requires travel to client locations for presentations to plan administrators and plan participants.

Requirements

• 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
• 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

Benefits

• Inclusive health, dental, vision and life insurance plans
• Easy access to mental health benefits
• 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days
• 401(k) Savings plan with a generous company contribution
• Paid parental leave
• Health Savings and Flexible Spending Account options
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more