Sr Relationship Manager Core Plus

Grow your career with a growing organizationWhether they''re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that''s hard to beat. And from a personal satisfaction perspective, you''ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.This position is responsible for being the primary relationship manager overseeing an established book of business within assigned territory.This role will support the Western part of the United States. 60-70% Airline travel.What you will do:Providing relationship management and overseeing 20-30 mid-size to large plans, generally in the $25MM - $50MM range. Responsible for client retention and growing our existing plans. Responsible for sole relationship with client, education strategies, plan review, asset diversification. Assisting with the sales team on developing new business and attending finals presentations.What you will bring:Bachelor''s Degree in business or related discipline 4-7 years financial services experience preferredREGISTRATIONS / CERTIFICATIONS / LICENSING REQUIRED: Requires FINRA Series 6 & 63 registrations required within corporate-established timelines.FINRA fingerprinting required.What will set you apart:Previous experience presenting to large groups and individuals Advanced 401k, compliance, plan documentation and investment knowledge Will travel majority of the time (60-70%) via airline travel to various states as well as using personal vehicle to go to local meetings with plan sponsors and brokersWhat we offer youWe offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.Medical, dental, vision and life insuranceRetirement savings - 401(k) plan with generous company matching contributions (up to 5%), financial advisory services, potential company discretionary contribution, and a broad investment lineupTuition reimbursement up to $5,250/yearBusiness-casual environment that includes the option to wear jeansGenerous paid time off upon hire - including a paid time off program plus nine paid company holidays and three floating holidays each calendar yearPaid volunteer time "” 16 hours per calendar yearLeave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.The salary range below describes the minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.Base Salary Range$ 97,200.00-160,400.00LocationCO Greenwood VillageWe are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

Created: 2021-11-29