At careerzynith, we're dedicated to making financial security accessible to all. As a purpose-led firm, we've been a trusted leader for over 140 years, driven by our mission, integrity, and customer focus. We're proud to have been named one of the 2024 World's Most Ethical Companies by Ethisphere for the 13th time, reflecting our commitment to ethical practices and client satisfaction.
We're seeking an experienced Relationship Manager to join our TPA Customer Care area, where you'll play a pivotal role in developing and nurturing deep relationships with advisors, unbundled plan sponsors, and third-party administrators operating within our 10M - 200M market segment. As a strategic partner, you'll offer innovative and tailored solutions to meet our clients' business objectives, such as retention, growth, and retirement readiness.
**About the Role**
As a Relationship Manager within our TPA Customer Care area, you'll be responsible for:
Key Responsibilities
- Develop and nurture relationships with advisors, unbundled plan sponsors, and third-party administrators to drive business growth and retention.
- Collaborate with TPA, plan sponsors, and advisors on plan features, investments, retirement readiness, services, and new opportunities to deliver tailored solutions.
- Conduct plan level health reviews to assess and improve client plans, ensuring they meet their business objectives.
- Problem-solve complex issues that arise in client relationships, providing expert guidance and support.
- Offer innovative and tailored solutions to meet clients' business objectives, driving growth and retention.
**Requirements**
To succeed in this role, you'll need:
Essential Qualifications
- Bachelor's degree or 8 years of equivalent experience required.
- 4+ years of retirement industry experience required, with a strong understanding of Qualified Plans and unbundled experience (Defined Benefit, Defined Contribution).
- Must become an associated person of careerzynith Securities, Inc.
- Excellent leadership, negotiation, presentation, organizational, and problem-solving skills required.
- Outstanding interpersonal, analytical, and oral and written communication skills required.
- Must be assertive and entrepreneurial, with a strong ability to work in a fast-paced environment.
**Preferred Qualifications**
While not required, experience with financial security solutions and retirement readiness strategies, as well as familiarity with investment products and variable contracts, would be beneficial in this role.
**Benefits**
At careerzynith, we offer a range of benefits to support your career growth and well-being, including:
- Flexible Time Off (FTO) for salaried employees.
- Pension eligibility.
- Opportunity to participate in a bonus program for non-sales positions.
- Sales positions eligible for sales incentives and bonus plans.
**Career Growth Opportunities and Learning Benefits**
At careerzynith, we're committed to helping you grow and develop in your career. As a Relationship Manager, you'll have access to:
- Regular training and development opportunities to enhance your skills and knowledge.
- Mentorship and coaching from experienced professionals in the industry.
- Opportunities to work on high-profile projects and contribute to business growth.
- A supportive and collaborative work environment that encourages innovation and creativity.
**Work Environment and Company Culture**
At careerzynith, we pride ourselves on our purpose-led culture, driven by our mission, integrity, and customer focus. Our work environment is collaborative, supportive, and fast-paced, with a strong emphasis on innovation and creativity. As a Relationship Manager, you'll be part of a dynamic team that's passionate about making financial security accessible to all.
**Compensation and Perks**
We offer a competitive salary and benefits package, including:
- A base salary that reflects your experience and qualifications.
- A bonus program for non-sales positions, with opportunities to earn additional income.
- Sales positions eligible for sales incentives and bonus plans.
- A comprehensive benefits package, including health insurance, retirement savings, and paid time off.
**How to Apply**
If you're a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity. Please submit your resume and a cover letter outlining your experience and qualifications for the role. We can't wait to hear from you!