Relationship Manager, RPS

The Relationship Manager is responsible for providing retirement plan clients and partners strategic plan management, investment management, and client service. This role serves as an internal and external resource to support retirement plan clients and help navigate day to day service with 3 rd party partners. This is an independent role which requires travel to client locations for presentations to plan administrators and plan participants.

Responsibilities

Setting and driving strategic direction for assigned retirement plans

Building and maintaining strong relationships with plan decision makers

Serving as liaison between 3 rd 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 – both on-site and virtually

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

Travel Requirements: Up to 50%

Qualifications

Bachelor’s degree required in relevant course of study

Minimum of 5 years’ experience in financial services industry

Relationship management experience in the financial services industry

Excellent written and verbal communication skills

Strong presentation and negotiation skills with c suite

Knowledge of IRS and DOL regulations relating to qualified retirement plans

Working knowledge of both qualified and non-qualified retirement plan solutions

Excellent time management and organizational skills

Strong problem-solving skills and attention to detail

Ability to work independently in a fast-paced environment

Ability to multi-task in various software applications and managing to deadlines

Nice to have

FINRA Series 65 or 66 licensing preferred (or ability to obtain within 90 days of employment)

Strong proficiency with Microsoft suite of products – Outlook, Excel, Word, etc.

Client Relationship Management (CRM) software experience

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