What are the responsibilities and job description for the Relationship Manager position at Edelman Financial Engines, LLC?
Relationship Manager (Hybrid : Boston) At Edelman Financial Engines (EFE), we believe everyone deserves to move their financial life forward!As a Relationship Manager on the Workplace Relationship Management team, you’ll play a pivotal role by building strategic partnerships and providing outstanding customer service to large plan sponsors. The Relationship Manager serves as the primary business owner of a book of large plan sponsors across various recordkeepers. In this role, you will lead the development and implementation of account plans to meet or exceed client expectations, focusing on client retention, revenue growth, and client happiness.Responsibilities :
- Thoroughly understand client’s business goals, benefits strategy, and annual priorities to establish joint objectives in collaboration with Client Managers, Communications Managers and other internal partners.
- Serve as primary client contact, helping them understand EFE’s value proposition and providing updates on new products and services, as well as updates to EFE’s business strategy.
- Develop and implement renewal strategies for assigned clients.
- Build and implement sales strategy; identify & assess cross-sell opportunities.
- Represent Clients’ Interests with Internal Partners : Seek and synthesize input from clients regarding business needs. Advocate appropriately within EFE.
- Stay informed of developments and challenges in the 401(k) industry as well as the advice and discretionary asset management markets.
Requirements :
Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $105,000-$125,000. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions.
For a complete understanding of this opportunity, and what will be required to be a successful applicant, read on.
About Edelman Financial Engines
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice.
For more information, please visit EdelmanFinancialEngines.com.
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Salary : $105,000 - $125,000
