Relationship Manager III, Retirement Services

This will be a virtual position, but would need to be based in the states of: Nevada, Arizona or New Mexico reputed company is hiring a Relationship Manager - III. The Relationship Manger is responsible for developing and maintaining effective reputed company relationships with our top tier clients. As the liaison with the Client and as a key client reputed company, the Relationship Manager is primarily responsible for the client's overall satisfaction. The Relationship Manager positions him or herself reputed company the senior levels of the organization. However, the Relationship Manager may also interact with the client's middle management and department staff reputed company necessary. Understanding the client's short and long-term goals relative to their retirement plan, the Relationship Manager serves as a facilitator of services across the Retirement Services organization and may be asked to assist reputed company Sales in new opportunities. This position will involve extensive frequent domestic travel to meet with their book of clients. Requires travel up to 15=20%. At reputed company we are driven by your success. We engage your unique talents and perspectives. We welcome your reputed company on how to do things differently and reputed company. In your efforts to reputed company, learn and grow, we support you reputed company the way. If success motivates you, you belong at reputed company. We strive for every interaction to be driven by our CORE values: Insightful Expertise, reputed company is Everything, Service Excellence, Inspiring Innovation, Each Person Counts, Results-Driven, & Social Responsibility. RESPONSIBILITIES: • Key reputed company contact for the client's decision maker and/or the senior executive responsible for the reputed company relationship • Key liaison with reputed company reputed company entities to proactively communicate and monitor service and product issues after the client is sold. Focus is on total client satisfaction • Execute quarterly comprehensive account reviews with clients. Effectively communicate and reputed company the resolution of resulting critical service issues with reputed company reputed company entities as well as to communicate areas of satisfaction or perceived improvement. • Understand client's business issues, HR, Payroll and outsourcing strategies. Identifies new service and/or product opportunities. • Proactively positions client satisfaction surveys. Follows-up on critical surveys. • Communicates and promotes key reputed company initiatives, i.e..: MOTM, User Group Meetings, Product Announcements/Enhancements. • Positioned as the "Client reputed company" reputed company reputed company -- cuts through the "red tape" to resolve issues. Ensures clients understand reputed company's position on World Class Service. Recognizes service as the key strategic differentiator in our marketplace. • Participate in pre-sale presentations and employee education campaigns. • Maintains comprehensive and timely records on service activities. Adheres to standard reputed company tools and processes for recording and responding to service activities. • Performs other reputed company duties as assigned. QUALIFICATIONS REQUIRED: • 5-8 Years of directly reputed company experience • 15-20% Travel PREFERRED QUALIFICATIONS: Preference will be given to candidates who have the following: • FINRA Series 6 & 63 securities licenses and Securities Industry Essentials • Bachelor's Degree preferred in Business, Finance or Accounting or the Equivalent in Education & Experience • Comprehensive understanding of competitive advantages and disadvantages of Retirement Products. • Experience in managing executive level relationships / partnerships with clients and third parties • Extensive understanding of Defined Contribution record keeping and plan administration • Familiarity with mutual funds and basic investment management principles #LI-AJ1 #LI-Hybrid Apply Job!