Relationship Mgr III

US-CA-Walnut Creek
4 weeks ago
# Positions
1
Status
Full-Time
Req #
16675

Overview

If you’re someone who likes to stand out from the crowd and make a positive difference, you’ll fit in at The Standard (www.standard.com). We set ourselves apart in the retirement plan business by paying attention to details as we are redefining what a retirement plan should be. If that’s your kind of challenge, you could be our kind of employee. Consider joining our team.

 

Provide best in class and profitable customer service to channel relationships, plan decision-makers, and plan participants for assigned accounts within a Retirement Plans Service region in order to achieve business growth and customer retention. 

Responsibilities

Develop and manage effective primary relationships with plan sponsors and channel relationships through frequent client contact, including on-site visits, proactive phone calls, professional negotiation, responsive communication, and problem resolution. Work with sponsors and channel relationships to understand their concerns and needs and, as needed, act as liaison between home office departments and the customer to initiate plan improvements and resolve issues. Inform the customer in a timely manner of industry and regulatory changes and explain the impact on the client. Provide plan design consulting services.

 

Drive client retention by delivering annual plan review to decision-makers and initiating proactive client contact and meetings. Provide investment advisory services fund lineup updates, and deliver Investment Due Diligence and Monitoring Reports.

 

Coordinate the installation of assigned new groups with the plan sponsor and channel relationships. This may include assisting in the data collection process, managing the new business submission process, delivering documents and agreements, communicating with the plan sponsor and channel relationship, and other activities related to a new plan.

 

Deliver all aspects of the enrollment, re-enrollment, and education process. Includes pro-actively scheduling, determining content, preparing for, and delivering meetings.

 

Participate in sales presentations as a relationship manager when requested by sales manager.  Promote new products and services to plan sponsors.

 

Provide leadership and guidance to junior Client Service Consultants.

Qualifications

Relationship Manager III

 

Bachelor’s degree required. Degree or experience in Business Administration preferred.


5 or more years demonstrated relationship management experience in the retirement plans field or an equivalent combination of education and/or relevant experience. Strong knowledge of qualified plans, ERISA, and qualified plan investments. In depth knowledge of The Standard's retirement plan products and services is preferred. 


NASD series 6, 63, 65; or equivalent is required. Retirement plans industry certification preferred or in process.

 

Travel is required.

 

 

Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Equities, Inc. and StanCorp Investment Advisers, Inc., marketed as The Standard, are Affirmative Action/Equal Opportunity employers. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, gender, sexual orientation, age, disability, or veteran status or any other condition protected by federal, state or local law. The Standard offers a drug and alcohol free work environment where possession, manufacture, transfer, offer, use of or being impaired by an illegal substance while on Standard property, or in other cases which the company believes might affect operations, safety or reputation of the company is prohibited. The Standard requires a criminal background investigation, drug test, employment, education and licensing verification as a condition of employment. All employees of The Standard must be bondable.

 

For more information regarding your Equal Employment Opportunity applicant rights, click  here.

 

Individuals with disabilities who need assistance or accommodation with the application process should contact HR Direct at 971-321-7871.  This number is only for the use of individuals with disabilities who need accommodation with the application process.  General inquiries about application status will not be addressed.

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