Empower
Empower
Empower एक वित्तीय सेवा और फिनटेक कंपनी है, जिसका उद्देश्य लोगों और संगठनों को अधिक वित्तीय आत्मविश्वास विकसित करने में सहायता करना है। इसकी सेवाओं में सेवानिवृत्ति योजना, निवेश प्रबंधन, व्यक्तिगत वित्तीय मार्गदर्शन और Empower Personal Dashboard™ जैसे डिजिटल उपकरण शामिल हैं, जो वित्तीय जानकारी को एक ही स्थान पर दिखाते हैं। 1.9 करोड़ से अधिक अमेरिकियों की सेवा करते हुए, Empower व्यक्तिगत निवेशकों, कार्यस्थल योजना प्रतिभागियों, योजना प्रायोजकों और वित्तीय पेशेवरों के साथ काम करती है। कंपनी समुदाय-केंद्रित पहलों के साथ विविधता, समानता और समावेशन पर भी ज़ोर देती है।

Relationship Manager, Corporate Retirement Plans – Oklahoma Remote

Manage Empower’s Oklahoma corporate retirement-plan relationships with advisors and plan sponsors. Oversee $10–$35 million accounts while supporting retention, growth, and retirement readiness.

विवरण

  • Manage retention and profitability for a book of business, generally comprising plans with $10–$35 million in assets.
  • Develop and expand relationships with key decision-makers.
  • Advise plan sponsors and advisors on plan design, investments, retirement readiness, affiliated products, and new opportunities.
  • Conduct plan-level reviews, including employee education planning.
  • Resolve escalated client and plan issues.
  • Work with the local sales team to strengthen advisor relationships, pursue new business, and expand existing accounts.
  • Attend local and regional onsite meetings with advisors and clients.
  • Coordinate with internal departments and external partners to resolve issues and deliver tailored solutions.
  • Collaborate with senior staff on complex issues involving clients, accounts, projects, analyses, and internal relationships.
  • Expand Empower’s relationships with advisors, plan sponsors, and third-party administrators across Oklahoma’s corporate market.
  • Oversee relationships with plan sponsors whose plan assets range from $10 million to $35 million.

आवश्यकताएँ

  • Obtain FINRA Series 6 and 63 registrations within the timelines established by the company.
  • Hold a Life Insurance license.
  • Complete FINRA fingerprinting.
  • Bachelor’s degree in business or a related field, or equivalent experience.
  • At least 4 years of financial services or other relevant experience.
  • At least 2 years of experience building strategic relationships.
  • Working knowledge of ERISA concepts related to compliance, plan design, and regulatory requirements.
  • Communicate moderately complex information clearly and concisely.
  • Organize facts, data, and other information to identify problems and develop effective solutions.
  • Apply basic negotiation and time-management skills with manager guidance.
  • Travel 40% to 60% of the time as required by the territory or book of business.
  • Use a personal vehicle for most travel, with occasional overnight stays.
  • Work under normal office conditions, typically from a residential office with a distraction-free workspace.
  • Be authorized to work for any U.S. employer; employment visa sponsorship, including CPT/OPT, is not available.
  • Maintain reliable high-speed internet with a wired connection and an appropriate home workspace for remote work.

लाभ

  • Medical, dental, vision, and life insurance coverage.
  • 401(k) retirement plan with company matching contributions of up to 6%, financial advisory services, possible discretionary company contributions, and a broad investment selection.
  • Tuition reimbursement of up to $5,250 per year.
  • Business-casual workplace with the option to wear jeans.
  • Paid time off available upon hire, plus 10 company holidays and 3 floating holidays each calendar year.
  • 16 hours of paid volunteer time per calendar year.
  • Leave programs including paid parental leave, paid short- and long-term disability, and Family and Medical Leave under FMLA.
  • Business Resource Groups available to all employees.
  • Bonus-program eligibility for non-sales roles.
  • Sales incentives and, for some sales roles, eligibility for a bonus plan.
  • Necessary computer equipment provided.

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