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Empower — адамдар мен ұйымдарға қаржылық сенімін арттыруға көмектесуге бағытталған қаржылық қызметтер және қаржылық технологиялар компаниясы. Компанияның қызметтері зейнетақыны жоспарлауды, инвестицияларды басқаруды, жекелендірілген қаржылық кеңес беруді және қаржылық ақпаратты бір жерден көруге мүмкіндік беретін Empower Personal Dashboard™ сияқты цифрлық құралдарды қамтиды. 19 миллионнан астам америкалыққа қызмет көрсететін Empower жеке инвесторлармен, жұмыс орнындағы жоспарларға қатысушылармен, жоспар демеушілерімен және қаржы саласының мамандарымен жұмыс істейді. Компания сонымен қатар әртүрлілікке, теңдік пен инклюзияға және қоғамға бағытталған бастамаларға мән береді.
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.
Сипаттама
- 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.
Талаптар
- 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.
Артықшылықтар
- 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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