At Cetera Financial, we embrace a competitive market with tenacity and sincerity, and our sales team embodies this through various channels within our organization. They recognize the immense potential for growth and achievement that lies within our organization, and they strive to exceed expectations by forging meaningful connections with financial professionals and their clients, understanding their needs, and providing them with top-notch strategies and solutions to enhance their business. Cetera is currently seeking to add an experienced Relationship Manager to our growing team. The Strategic Relationship Manager is responsible for providing retirement plan clients and partners strategic plan management, investment management, and client service. This role serves as both an internal and external resource to support retirement plan clients and help navigate day to day service with 3rd party partners. This is an independent role which requires travel to client locations for presentations to plan administrators and plan participants.
What you will do:
Setting and driving strategic direction for assigned retirement plans
Building and maintaining strong relationships with plan decision makers
Serving as liaison between 3rd party partners (recordkeepers, third party administrators and financial professionals) and home office
Providing fiduciary guidance to plan administrators
Planning and conducting executive and investment/market plan reviews - both on-site and virtually
Facilitating discussions with plan administrators and decision makers regarding plan design, plan issue resolution, and legal/regulatory issues
Driving plan participation and overall plan contributions through plan design and participant education solutions
Differentiating Cetera's retirement plan solutions to drive client retention
Assist the sales team with new business opportunities and participating in sales presentations
Cross sell Cetera solutions and services
What you will have:
Relationship management experience in the financial services industry
FINRA Series 65 or 66 licensing preferred (or ability to obtain within 90 days of employment)
Bachelor's degree required in relevant course of study
Minimum of 5 years' experience in financial services industry
Travel Requirements: Up to 50%
Compensation: The base annual salary range for this role is $70,000 - $90,000 plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.