Great-West Financial Empower Retirement

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Empower Strategic Relationship Manager (Focusing on Top Advisors)

Empower Strategic Relationship Manager (Focusing on Top Advisors)

Job ID 
14349
# Positions 
1
Location 
US-CO-Denver (DTC)
US-MA-Boston
US-KS-Overland Park
Posted Date 
6/6/2017
Category 
Customer Service

More information about this job

Position Highlights

Be Bold Be Brilliant

 

Would you like to be a part of one of America's leading financial services firms? Great-West Financial is the nation’s second largest insurer in sales of individual life insurance through banks. We also offer annuity and executive benefits products. Under Empower Retirement, we provide employer sponsored retirement plans as the nation’s second largest retirement plan provider.

 

Our over 5,000 associates across 40 locations across the country provide world class service to:

 

30,000+ employer sponsored retirement plans

8 million+ employees participating in their employer-sponsored retirement plan

467,700+ individual life insurance and annuity accounts

$460 billion+ total assets under administration

 

 

The Strategic Relationship Manager will serve on a team Strategic RMs that service Empower's top 50 advisors. The RM will be responsible for supporting and maintaining these relationships and ensuring the client's overall service needs are satisfied.

Primary Responsibilities

  • Act as contact and reference for the purpose of answering questions and resolving complex and escalated problems regarding all aspects of product and plan operation such as administration, investment products, policies and procedures, regular partner reviews and on-going servicing.
  • Interface with block partner and internal constituents to understand overall objectives and requirements; prepare product build out strategy to create an optimal product offering for the advisor firms.
  • Communication roll out and training on new functionality and services.
  • Identify opportunities to improve plan recordkeeping and operations. Provide periodic updates and reports pertaining to initiatives.
  • Develop, implement and monitor policies, procedures, reporting and service support for all Partner issues.
  • Train and mentor staff.
  • Build a long term partnership with partner to understand overall objectives to ensure relationship profitability.
  • Balance and prioritize multiple projects and workloads to meet business needs.
  • Regional and multi-state travel with overnight stays required.

Qualifications

  • Bachelors degree and/or equivalent work experience
  • Minimum of 5 years experience to include knowledge of retirement plan industry; trust administration; participant recordkeeping; plan compliance; partner or plan consulting; and relationship management.
  • Ideal candidate will possess a strong understanding of the marketplace including employers, employees and intermediaries, and have the ability to influence internal and external clients and partners.
  • Have wide ranging experience, uses professional concepts and company objectives to resolve complex issues in creative ways.
  • Solid understanding of client relationships and ability to view work in a strategic manner.
  • Thorough working knowledge of MS Word, Excel, and PowerPoint.
  • Strong interpersonal and communication skills.
  • Previous project management experience including ability to manage multiple complex projects.
  • Previous client service/relationship management experience.
  • Avanced knowledge of IRS codes, along with recordkeeping and administration experience.
  • Ability to manage multiple tasks and lead projects simultaneously; works independently with solid problem solving, negotiation and critical thinking skills.

 

FINRA Series 6 required within established timeframes.

About Great-West Financial

At Great-West Financial® and Empower Retirement, our more than 5,000 associates are dedicated to helping customers secure their financial futures. We offer a range of retirement savings products, life insurance, annuities and investment services from offices across the country. If you’re interested in joining a company that enjoys a record of strong performance and is rich in history yet innovative, bold and transformative, then our organization is an outstanding place for you to grow and succeed. We’re an equal opportunity employer dedicated to workforce diversity. We’re also committed to providing a drug-free workplace.

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