Retirement Plan Relationship Manager

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 $110,000, 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.

Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:

• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and foster.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), Life Lock, Pet Insurance and more.

Cetera Financial Group® ("Cetera") is a leading network of independent retail…