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Empower
Empower
Sponsor pentru viza H1BB2CFinanțeFintech
Empower este o companie de servicii financiare și tehnologie financiară axată pe sprijinirea oamenilor și organizațiilor în construirea unei încrederi financiare mai mari. Oferta sa include planificare pentru pensie, gestionarea investițiilor, îndrumare financiară personalizată și instrumente digitale precum Empower Personal Dashboard™, care reunește informațiile financiare într-o singură vizualizare. Compania deservește peste 19 milioane de americani și colaborează cu investitori individuali, participanți la planuri oferite la locul de muncă, sponsori ai planurilor și profesioniști din domeniul financiar. De asemenea, compania pune accent pe diversitate, echitate și incluziune, precum și pe inițiative orientate către comunitate.
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Locurile de muncă ale companiei

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.

USStatele Unite ale AmericiiOKOklahoma
87.400 $ – 123.400 $ / an
RemoteNormă întreagăNivel mediuSeniorLimbă Obligatorie: englezăManager de conturiVânzări

Descriere

  • 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.

Cerințe

  • 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.

Beneficii

  • 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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