Senior Relationship Manager Mid Market
Core
Strategic partner to mid-market plan sponsors, advisors, and TPAs delivering solutions for retention, growth, and retirement readiness.
Role type
Senior IC relationship manager (financial services)
Builds
Client retention and profitability for 20-30 retirement plans ($50M-$200M assets)
Domain
Financial services / Retirement plans
Deliverable
client delivery
Required skills
Strategic relationship management, plan design expertise, fiduciary governance, negotiation, financial acumen, regulatory compliance
Preferred skills
Experience with Taft-Hartley or Tax Exempt segments, sales team collaboration
Technologies
None stated
Responsibilities
Manage portfolio of mid-size complex retirement plans, cultivate relationships with plan sponsors and advisors, deliver strategic insights on plan design and investments, lead periodic plan reviews, manage client P&L and contract renewals, serve as primary escalation point for complex issues
Seniority
Senior, hands-on IC