Relationship Manager II - Retirement Plans

As a Relationship Manager II at The Standard, you will be providing best in class and profitable customer service to channel relationships, plan decision-makers, and plan participants for assigned accounts, and to achieve business growth and customer retention.   Support advisors and employers virtually.  

Job Summary 

• Develop and manage effective relationships through touchpoints, phone calls, professional negotiation, responsive communication, and problem resolution.   

• Work with customer (advisors and plan sponsors), and channel relationships to understand their concerns and needs, and as needed, act as liaison between internal 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 as needed.  

• Drive client retention by providing value add information to advisors and plan sponsors, delivering information such as plan reviews through virtual meetings, as requested by advisor.   

• Provide investment advisory services, including but not limited to fund lineup updates, additional pre-approved content related to investments.   

• Coordinate the installation of assigned new groups with the advisor and 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, during both installation of new group, and ongoing. Includes scheduling, determining content, preparing for, scheduling virtual employee meetings as needed, and delivering meeting as needed.  

• Participate in sales presentations as a relationship manager when requested by Regional Vice President.    

• Promote new products and services to advisors and plan sponsors.  

 Skills and Background You’ll Need 

• Experience:  3 to 5 years demonstrated experience in the retirement industry, with preferred relationship management experience in the retirement plans field or an equivalent combination of education and/or relevant experience. Knowledge of qualified plans, ERISA, and qualified plan investments.  

• Professional certification required:   You'll be required to transfer or obtain a Series 6, 63. If you do not already hold these qualifications, it is our expectation that you obtain them as a condition of employment. The Standard will provide study materials for any FINRA or State securities examinations and    

Key Behaviors of a Successful Candidate   

In addition to hiring against the job responsibilities and requirements, our successful candidates clearly demonstrate the following key behaviors in their work:   

• Business Acumen: Expert in your craft. Readily share your industry expertise, leveraging your proven track record.     

• Resourceful: Self-starter. Utilizes creative, critical thinking to analyze and resolve problems, processes, or support requests.    

• Solution Oriented: Delivers optimal solutions to stakeholders and customers in every interaction.   

• Customer Focused: Consistently and tenaciously models superior customer focus with appropriate sense of urgency.   

• Collaborator: Works cooperatively to build and strengthen relationships, internally and externally.     

• Coachable: Self-aware and open to the opportunity to continually get better.   

Why join The Standard?  

We have built an enduring legacy of stability, innovation and financial strength thanks to the contributions of the talented, creative and compassionate people who choose to work at The Standard. To ensure we can attract and retain the best talent, when you join The Standard you can expect: 

• A rich benefits package including a 401(k) plan with matching company contributions 

• An annual incentive bonus plan  

• Generous paid time off 

• A supportive and responsive management approach 

• Opportunities for career growth and advancement   

• Paid time off to volunteer  

• An employee giving program that double matches your donations to eligible nonprofits and schools 

• Much more!  

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