Relationship Manager II/III
Direct Staffing Inc · San Francisco, CA, United States
- Company
- Direct Staffing Inc
- Work style
- Onsite
- Employment
- Full Time
- Location
- San Francisco, CA, United States
- Published
- 2016-08-06
- Source checked
- 2026-09-16
- Listing source
- SmartRecruiters Posting API
About this role
Company Description Information Technology Job Description Relationship Manager II/III Overview: Independently 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: Education: Bachelor’s degree required. Degree or experience in Business Administration preferred. Experience: 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. Professional certification required: NASD series 6, 63, 65; or equivalent is required. Retirement plans industry certification preferred or in process. Travel is required. 2+ to 5 years experience Minimum Education - Bachelor's Degree SKILLS AND CERTIFICATIONS Are you able to travel 25-50% (Mostly day travel)? Do you hold current series 6 or 7 as well as series 63 or 65 designations? IDEAL CANDIDATE 3-5 years as a relationship manager. Has worked in an advisor-centric environment before. IDEAL CANDIDATE SHOULD HAVE WORKED FOR THE FOLLOWING COMPANY(IES): John Hancock, Transamerica, Fidelity, etc. Additional Information All your information will be kept confidential according to EEO guidelines.
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