Institutional Relationship Manager, Government Savings

Institutional Relationship Manager

The Institutional Relationship Manager (Field Rep) will be responsible for the outreach supporting one or more Government Savings division lines of business, which includes the 529 (Direct, Advisor, ABLE) and or State Facilitated Retirement Program (SFRP) programs, with the goal of increasing participation in the existing plan.

The outreach support will depend on the line of business assigned but may include conducting 529 college savings seminars and outreach to employers, community groups and other local organizations on behalf of their respective 529 plans. And or be responsible for engaging with employers to educate them on their respective SFRP plan and assisting them with the registration and facilitation of the program.

Supporting an advisor plan, the position would function as an external wholesaler to support the growth and awareness of the plan by working with and developing relations with key financial intermediaries throughout the assigned territory. Financial intermediaries include but are not limited to, Broker / Dealers, National & Regional Banks, Independent Advisors and Registered Investment Advisors.

Responsibilities also include assisting the end-user clients to understand the importance of saving and the benefits of the respective program.

Each role would require day-to-management of the assigned territory and driving marketing campaigns for those plans.

Job Functions, Essential Duties and Responsibilities

Strategy and Outreach

• Develop and delivery of an effective outreach strategy to support plan and territory.
• Conduct educational workshops and deliver a balance of in-person and virtual presentations.
• Partner with key stakeholder groups to provide information / training and garner support.
• Identify and develop success stories for use in program promotion and outreach.
• Raise awareness via tabling at various expos, conferences, fairs, and networking events.
• Adhere to internal standards of outreach policy, procedures, objectives, and budget.
• Provide strategic planning for growth and track relevant statistical data to demonstrate impact.
• Ensure compliance and product expertise in all interactions.

Internal Partners

External Partners

Industry Expertise

Project Work

Core Values

Supervision

Section 3 : Experience, Skills, Knowledge Requirements

The position will be home-based; however, occasional night, weekend and overnight travel throughout the assigned regions will be required to effectively manage and serve clients.

For virtual remote positions, we require an uninterrupted workspace during business hours and an internet work speed of 25 Mbps or better. If you are unsure of your internet speed before applying, please check with your service provider.

We are proud to be an Equal Opportunity Employer

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