Relationship Manager II – Retirement Plans

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.

You’ve spent time mastering your current role and now you’re looking for a new challenge. We value you for your passion, your expertise, and your customer focus.  We want you to grow with us! If you think this open position is right for you, apply today!

Job Summary:

Provide best in class and profitable customer service to channel relationships, plan decision-makers, and plan participants for assigned accounts in order to achieve business growth and customer retention. Support advisors and employers virtually. 

Principal Duties & Responsibilities:

Develop and manage effective primary relationships with primarily advisors, and channel relationships through frequent contact, proactive touchpoints, proactive phone calls, professional negotiation, responsive communication, and problem resolution.

• Work with customer (primarily advisors, but also plan 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 as needed.
• Drive client retention by providing value add information to advisors and delivering information such as plan reviews through virtual meetings.
• Provide investment advisory services, fund lineup updates, and deliver Investment Due Diligence and Monitoring Reports as necessary.
• Coordinate the installation of assigned new groups with the advisor and 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, scheduling on-site employee meetings, and delivering virtual meetings.
• Participate in sales presentations as a relationship manager when requested by sales manager. 
• Promote new products and services to plan sponsors.

Job Specifications:

• Degree or equivalent job experience preferred.
• 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.
• Professional certification required:   You will be required to transfer or obtain a Series 6 /7, with Series 63 where applicable, OR a Series 65 license within 90 days of your date of hire. These licenses are required as part of your position. Retirement plans industry certification is a plus.

Physical Demands:

Travel is not required.

Please note that you must be in your current position for a minimum of 6 months as a non-exempt and 12 months as an exempt employee to be eligible to apply for internal positions.

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:96000

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.