Strategic Relationship Manager; Retirement

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

• Setting and driving strategic direction for assigned retirement plans
• Building and maintaining strong relationships with plan decision makers
• Serving as liaison between 3rd 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%

• 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

• 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

The base annual salary range for this role is $70,000 to $99,000, plus a competitive performance‑based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.

Cetera Financial Group® ("Cetera") is a leading network of independent retail broker‑dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.

Through its multiple distinct firms, Cetera offers independent and institutions‑based advisors the benefits of a large, established broker‑dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award‑winning wealth management and advisory platforms, comprehensive broker‑dealer and registered investment adviser services, practice management support, and innovative technology.

"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. All firms are members FINRA/SIPC.

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