Retirement Plans Relationship Manager

At The Standard, you’ll join a team focused on putting our customers first.

Our continued success is driven by a high-performance culture. We’re looking for people who are collaborative, accountable, creative, agile and are driven by a passion for doing what’s right – across the company and in our local communities.

We offer a caring culture where you can make a real difference, every day.

Ready to reach your highest potential? Let’s work together.

What You'll Do:

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, 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.
  
  

What You'll Need For This Role:

• Education: High School Diploma required - Bachelor's preferred.
• Experience: 1+ 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.
• Professional certification required: You'll be required to transfer or obtain a Series 6, 63, 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. 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 five paid study days within thirty days of your date of hire.
  
  

Please note - the salary range for this role is listed below. In addition to salary, our package includes incentive plan participation and comprehensive benefits including medical, dental, vision and retirement benefits, as well as an initial PTO accrual of 164 hours per year. Employees also receive 11 paid holidays and 2 wellness days per year.

• Eligibility to participate in an incentive program is subject to the rules governing the program and plan. Any award depends on various factors, including individual and organizational performance.
  
  

Salary Range:

95000

Positions will be posted for at least 5 days from original posting date.

Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Equities, Inc. and StanCorp Investment Advisers, Inc., marketed as The Standard, are Affirmative Action/Equal Opportunity employers. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, gender identity, sexual orientation, age, disability, or veteran status or any other condition protected by federal, state or local law. The Standard offers a drug and alcohol free work environment where possession, manufacture, transfer, offer, use of or being impaired by an illegal substance while on Standard property, or in other cases which the company believes might affect operations, safety or reputation of the company is prohibited. The Standard requires a criminal background investigation, employment, education and licensing verification as a condition of employment. All employees of The Standard must be bondable.