Cnect

Strategic Relationship Manager

Cnect

full-time

Posted on:

Location Type: Hybrid

Location: Des Moines • Iowa • Minnesota • United States

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Salary

💰 $70,000 - $99,000 per year

About the role

  • Setting and driving strategic direction for assigned retirement plans
  • Building and maintaining strong relationships with plan decision makers
  • Serving as liaison between 3rd party partners (recordkeepers, third party administrators and financial professionals) and home office
  • Providing fiduciary guidance to plan administrators
  • Planning and conducting executive and investment/market plan reviews – both on-site and virtually
  • Facilitating discussions with plan administrators and decision makers regarding plan design, plan issue resolution, and legal/regulatory issues
  • Driving plan participation and overall plan contributions through plan design and participant education solutions
  • Differentiating Cetera’s retirement plan solutions to drive client retention
  • Assist the sales team with new business opportunities and participating in sales presentations
  • Cross sell Cetera solutions and services
  • Travel Requirements: Up to 50%

Requirements

  • Bachelor’s degree required in relevant course of study
  • Minimum of 5 years’ experience in financial services industry
  • Relationship management experience in the financial services industry
  • Excellent written and verbal communication skills
  • Strong presentation and negotiation skills with c suite
  • Knowledge of IRS and DOL regulations relating to qualified retirement plans
  • Working knowledge of both qualified and non-qualified retirement plan solutions
  • Excellent time management and organizational skills
  • Strong problem-solving skills and attention to detail
  • Ability to work independently in a fast-paced environment
  • Ability to multi-task in various software applications and managing to deadlines.
Benefits
  • Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
  • Easy access to mental health benefits to meet our team members and their families where they are.
  • 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
  • 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
  • Paid parental leave to support all team members with birth, adoption, and foster.
  • Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
  • Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial servicesqualified retirement plansnon-qualified retirement plansIRS regulationsDOL regulationsfiduciary guidanceplan designparticipant education solutionssales presentationsnegotiation
Soft Skills
relationship managementwritten communicationverbal communicationpresentation skillsorganizational skillsproblem-solving skillsattention to detailtime managementindependencemulti-tasking
Certifications
Bachelor’s degree