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Correlation Ventures
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Relationship Manager Core

Personal Capital

Personal Capital

Customer Service
Houston, TX, USA
Posted on Tuesday, August 22, 2023
Apply Remote Remote - Must reside within territory Location Houston, Texas, San Antonio, Texas Date posted 08/21/2023 Job ID R.0042227

Grow your career with a growing organization

Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

Relationship Manager is the strategic partner to our clients who provide prescriptive solutions which meet business goals of retention, growth, and retirement readiness. The Core Market Relationship Manager is responsible for strengthening Empower's relationships with advisors, plan sponsors, and third-party administrators in the Corporate market segment. This role specializes in managing relationships with plan sponsors having plan assets between $10 and $35 million.

Candidate must reside in Houston or San Antonio

What you will do:

  • Own the retention and profitability of a book of business; plans will typically fall within the $10 - $35 MM range
  • Build and grow relationships with key decision makers
  • Collaborate with the plan sponsor and advisors on plan design, investments, retirement readiness, affiliated product solutions, and new opportunities
  • Deliver plan level reviews including employee education planning
  • Problem-solve escalated issues
  • Partner with local sales team to deepen advisor relationships, develop new business, and grow existing business
  • Travel expected for local or regional onsite advisor and client meetings
  • Collaborates internally with other departments and partners to solve issues and provide unique solutions
  • Works with senior staff when dealing with complex issues, clients, accounts, projects, analyses, or internal relationships

What you will bring:

  • FINRA 6 & 63 registrations required within corporate-established timelines
  • FINRA fingerprinting required
  • Bachelor Degree in Business or related discipline or equivalent experience
  • 4+ years financial services or other relevant experience
  • 2+ years building strategic relationships
  • Foundational understanding of ERISA concepts in the disciplines of: compliance, plan design, and regulatory requirements
  • Introspection and focus on personal and professional development
  • Effective communicator who delivers moderately complex content in a clear and succinct manner
  • Ability to sort and organize facts, data and other information to define a problem and develop effective solutions for the clients or internal partners
  • Basic negotiation and time management skills, with manager oversight
  • May travel 40 to 60 percent of time as needed by territory or book of business
  • Majority of travel will be personal vehicle with an occasional overnight stay
  • Normal Office Working Conditions typically from a residential office with access to a working space free from distractions


This job description is not intended to be an exhaustive list of all duties, responsibilities and qualifications of the job. The employer has the right to revise this job description at any time. You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this job description. You may be required perform other duties that are not included on this job description. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

  • 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.

Base Salary Range

$ 78,600.00-111,000.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer Drug-free workplace

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

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