Relationship Manager - Core

March 17

🌵 Arizona – Remote

Although this job is listed in Arizona, this company may be open to hiring remote in other states.

💵 $85.6k - $120.9k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

🦅 H1B Visa Sponsor

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Empower

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Empower is a financial services company that provides personalized investment and advice solutions to help individuals achieve financial freedom throughout their lives. It offers a range of wealth management services including private client investment management, socially responsible investing, retirement planning, and personal strategy services tailored for various investment needs. With innovative tools such as the Empower Personal Dashboard, clients can consolidate their financial information, plan for retirement, and make informed money decisions.

10,000+ employees

💸 Finance

💳 Fintech

📋 Description

• Provide relationship management and oversee 85 small plans, generally in the $5M - $25M range. • Responsible for client retention and growing our existing plans. • Manage the relationship with client, including education strategies, plan review, and asset diversification. • Assist the sales team on developing new business and attending finals presentations.

🎯 Requirements

• Bachelor’s Degree in Business or related discipline • 4-7 years financial services experience • FINRA 6 & 63 registrations required within corporate-established timelines • FINRA fingerprinting required • Previous experience presenting to large groups and individuals • Advanced 401k, compliance, plan documentation and investment knowledge • Ability to travel the majority of the time using personal vehicle to go to local meetings with plan sponsors and brokers • Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.

🏖️ Benefits

• Medical, dental, vision and life insurance • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup • Tuition reimbursement up to $5,250/year • Business-casual environment that includes the option to wear jeans • Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year • Paid volunteer time — 16 hours per calendar year • Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) • Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.