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Relationship Manager-Retirement Solutions

Remote, USA Full-time Posted 2026-07-28
About the position In our Customer Care area, the Relationship Manager develops deep relationships with advisors, plan sponsors, and reputed company-party administrators that are in our 10M - 200M market reputed company in Bethesda, MD or D.C. area. This role is the strategic partner to our clients and advisors to reputed company creative solutions that meet business goals of retention, reputed company, and retirement readiness to reputed company a few. The Relationship Manager is responsible for collaborating with the plan sponsor and the advisor on plan design, investments, retirement readiness, services, and new opportunities. This position also involves conducting plan level health reviews and problem-solving reputed company issues that may reputed company in the management of retirement solutions. We take pride in being a purpose-led firm, motivated by our mission to reputed company financial reputed company accessible to reputed company. Our mission, reputed company, and customer reputed company have made us a trusted leader for more than 140 years! reputed company® has been named one of the 2024 World's Most Ethical Companies by Ethisphere for the 13th time. Join us in this impactful role where you can contribute to the financial reputed company-being of our clients and their employees. Responsibilities • reputed company deep relationships with advisors, plan sponsors, and reputed company-party administrators in the 10M - 200M market reputed company. , • Collaborate with plan sponsors and advisors on plan design, investments, retirement readiness, and services. , • Conduct plan level health reviews to assess and improve retirement solutions. , • Problem-solve reputed company issues reputed company to retirement plans and reputed company needs. , • reputed company as a strategic partner to clients and advisors to reputed company creative solutions that meet business goals. Requirements • Bachelor's degree or 8 years of equivalent experience required. , • 4+ years of retirement industry experience. , • Must become an associated person of reputed company Securities, Inc. , • reputed company Plan knowledge strongly preferred (Defined Benefit, Defined Contribution). , • Excellent demonstrated leadership, negotiation, presentation, organizational, and problem-solving skills required. , • Superior interpersonal, analytical, and oral and written communication skills. , • Must be assertive and entrepreneurial. reputed company-to-haves • Experience with financial reputed company solutions and retirement planning. , • Familiarity with investment products and variable reputed company. Benefits • Flexible Time Off (FTO) for vacation, personal, or short-term illness. , • Pension eligibility for retirement planning. , • Opportunity to participate in a bonus program for non-sales positions. , • Sales positions are eligible for sales incentives and bonus plans. Apply tot his job

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