Relationship Manager – Retail

The Relationship Manager is assigned to a book of business and is responsible for ensuring growth, retention, and servicing of client relationships. This job is responsible for retention of existing business through deepening relationships with key decision-makers and partners while driving plan outcomes through alignment with best practices in retirement plan design, efficient plan administration, and delivering lifetime income solutions.

• Build existing relationships with important points of contact
• Create strategy for client accounts to maximize usage, advancement and revenue
• Present product offerings and solutions in a detailed, educational and an informative professional manner
• Seek to uncover new business with existing clients
• Be a driving force behind grown activities and strategies
• Maintain efficient and effective communication across numerous teams (Development, Operations, Sales, Support)

QUALIFICATIONS

• BS/BA in Business, Marketing or Communications
• Experience in Higher-ed is a plus
• 2-3 years of sales experience or customer relationship management preferred but not required
• Experience with web applications (SAAS) preferred but not required
• High level written and verbal communications abilities
• Demonstration of project management skills and problem-solving abilities
• Experienced presentation abilities, ability to speak to high levels including senior executives
• Time management and organization skills with high attention to detail
• Outstanding analytical, interpersonal and planning skills
• Willingness to travel
• Ability to work alone along with being part of a team