Relationship Manager II - Retirement Plans

A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference?

As a virtual Relationship Manager II at The Standard, you will be providing best in class and profitable customer service to channel relationships, plan decision-makers, and plan participants for assigned accounts to achieve business growth and customer retention. This role supports a dedicated book of advisors and employers virtually.  

• 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. 

• Develop and manage both standalone plans and Private Label PEPs.  

• Work with customers (primarily advisors, but also employers), and channel relationships to understand their concerns/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. Provide investment advisory services, fund lineup updates, and deliver Investment Due Diligence and Monitoring Reports as necessary.  

• Drive client retention by providing value added information to advisors and delivering information such as plan reviews through virtual meetings.  

• 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 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 employers.  

* Ability to work in Pacific Time Zone is a requirement of the role. *  

1. Education:  Bachelor’s degree preferred. Degree or an equivalent combination of education and relevant professional experience is required.

2. Experience: 5+ years demonstrated relationship management experience in the retirement plans field along with excellent working knowledge of qualified plans, ERISA, and qualified plan investments.

3. Professional certification required:   You will be required to transfer a Series 6 /7, with Series 63 where applicable, OR  a Series 65 license within 90 days of your date of hire.

Key Behaviors of a Successful Candidate  

• Adaptability: Sees possibilities in changing circumstances, accepts and understands change and alters behavior as necessary. 

• Winning Together: Actively engages colleagues to achieve shared outcomes by developing trust, inviting diverse perspectives and pushing to bring the best ideas forward. 

• Customer Focus: Understands and anticipates both internal and external customer needs and develops customer-inspired solutions that exceed expectations.