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Managing Director Relationship Management - Taft-Hartley

Personal Capital

Personal Capital

Customer Service, Operations
Greenwood Village, CO, USA
Posted on Saturday, September 9, 2023
Apply Location Greenwood Village, Colorado Workplace Flexibility Remote - Must reside within territory Date posted 09/07/2023 Job ID R.0042539

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.

The Managing Director Relationship Manager (RM) acts as the central point of business contact for assigned client "plan sponsor" relationships for both clients and internal personnel. The RM is accountable for ownership of assigned client relationships (typically at the C-suite level and revenue greater than $500M) that includes strategy, overall service delivery, evaluating, improving and managing client satisfaction and risk / retention efforts, and client P&L evaluation and management.

This RM will focus exclusively on Taft-Hartley plans.

What you will do

  • Maintain client relationships and enhance overall client satisfaction, actively reducing risk of client loss and improving the financial viability of client relationships

  • Enhance revenue and work with internal partners to improve plan relationship efficiency

  • Reinforce assigned clients’ buying decision and strengthen overall client relationships

  • Hold consistent client meetings, working with internal SMEs and the service team to bring Empower’s best thinking to the clients in the areas of plan design, funding, administration, participant communications, compliance, fiduciary governance and industry trends

  • Identify and effectively report key indicators, recommend solutions and identify opportunities to leverage talent and relationships to retain and enhance the relationship critically important part of the role

  • Deliver periodic plan statistical, regulatory/legislative, and industry trending presentation to clients – both via phone and in person

  • Partner with internal shared services team to effectively support the client to meet all contractual requirements and improve client satisfaction and profitability

  • Work with the client service team to develop, present to the client and implement client business planning deliverables

  • Leadership – peer coaching and tactical execution on key initiatives

  • Participate in new business finals presentations and client site visits; building rapport with clients and managing client expectations beginning with the sales process and continuing throughout the relationship

  • Possess a deep understanding of clients’ needs, aligning those needs to business plans and ensure implementation with high quality execution

  • Leverage and showcase in-depth knowledge of the company’s products and services with the client to enhance service to the plan sponsors and key stakeholders

  • Serve as an expert to leadership on the plans with extensive knowledge to anticipate challenges and issues and recommends product/process/service improvement

  • Proactively identify and determine solutions for the most complex problems that impact business success and management

What you will bring

  • Bachelor's degree in Business or equivalent work experience

  • 12+ years of industry and/or RM experience

  • 2+ years experience working with the most senior leaders and key clients

  • Prior experience with mega corporate or segment market client relationships

  • Understanding and being conversant on revenue and expense variables associated with client relationships

  • Understanding of investment management products and services

  • Excellent verbal and written communication skills including presentations skills, building partnerships internally and externally including plan sponsors, consultants, key stakeholders and business leaders

  • Ability to build rapport with clients and proactively manage client expectations

  • Demonstrated ability to lead and motivate remote teams, and hold accountable in an organization that is evolving its strategy

  • Working independently and being resourceful

  • Effective time and project management skills

  • Critical thinking and decision making

  • Customer centric orientation

  • FINRA Series 6 and 63 & other industry specific registrations/licenses required within established timelines

  • FINRA fingerprinting

What will set you apart

  • Master’s degree in business or related field

  • As an expert in the field, uses professional concepts in developing resolution to critical issues and broad design matters

  • Recognized as an external thought leader and influences functional strategy

  • Ability to articulate Empower value proposition, participant and plan sponsor experience, and relationship management value proposition

  • Strong collaboration skills; ability to influence direction and resource allocation

  • Adaptable, motivator , "culture" enabler – someone who can help associates embrace change, and think differently

  • Ability to persuade and influence others and navigate potential objections on complex issues/ideas/theories

***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.***

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

$130,000.00 - $188,500.00

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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