Field Relationship Mgr II - Retirement Plans

Field Relationship Manager

The next part of your journey is right around the corner with The Standard.

A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we've been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference?

You must reside in Southern California to be considered for this role.

What You'll Do :

In this Field Relationship Manager role you will 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.

• 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.

Job Specifications :

1. Education : Bachelor's degree required. Degree or experience in Business Administration preferred.

2. Experience : 3 to 5 years demonstrated relationship management experience in the retirement plans field or an equivalent combination of education and / or relevant experience. Good knowledge of qualified plans, ERISA, and qualified plan investments.

3. Professional certification required : You'll be required to transfer or obtain a Series 6, 63, and 65; or the Series 7 and 66, within 90 days of your date of hire. Registration as an investment adviser representative is required as a condition of your employment. In lieu of the Series 65 or 66, a qualifying designation in good standing such as a CFA, CFP, ChFC, PFS, or CIC will be acceptable.

Physical Demands :

Travel in the field to see clients is required.

Why Join The Standard?

We have built an enduring legacy of stability, financial strength and exceptional customer service through the contributions of the service-oriented 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 :

In addition to the competitive salary range below, our employee-focused benefits support work-life balance.

Salary Range : $115k+ DOE + incentive bonus comp plan