Relationship Manager

Client & Relationship Management Boston, Massachusetts


Description

Relationship Manager (Hybrid: Boston)
 
At Edelman Financial Engines (EFE), we believe everyone deserves to move their financial life forward!
 
We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with empathy, integrity, and invention. We uphold that same standard of respect and commitment for clients and colleagues alike.
 
Founded on the idea that financial education is a fundamental right for everyone, Edelman Financial Engines continues to grow and challenge the status quo. We’re moving forward, together. If our purpose-driven commitment inspires you, we invite you to consider joining our team.
 
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. Relationship Managers partner with the client team and are encouraged to put themselves in the client’s shoes, helping to address their needs by proposing one of our solutions.
 
In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents. For this Relationship Manager role, we are seeking a candidate with experience presenting clear ideas, tenacity, and a thirst to learn and grow to help us achieve high client satisfaction while driving revenue growth. If you are someone who thrives in a fast-paced, high-stakes environment while being a creative problem solver, this may be an opportunity for you!

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. Understand prioritization and importance for client’s needs and advocate appropriately within EFE
  • Industry and Product Knowledge: Stay informed of developments and challenges in the 401(k) industry as well as the advice and discretionary asset management markets

Requirements:

  • 3-5 years of institutional relationship experience in Defined Contribution space or similar industry, with a consistent record of leading large institutional client relationships
  • Knowledge of retirement plans and issues and challenges of the 401(k) marketplace
  • Strong conflict resolution skills
  • Experience presenting to and communicating sophisticated concepts to people with various levels of seniority within an organization
  • Ability to empower and influence internal colleagues, including crafting and maintaining positive relationships with team members, partners and senior management
  • Ability to travel up to 30- 40% of the time

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. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

Your recruiter can share more about the specific benefits eligible for this role during the hiring process.

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. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron's 1 with 143+ offices across the country and entrusted by 1.3 million clients to manage more than $300 billion in assets 2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.

For more information, please visit EdelmanFinancialEngines.com.
© 2024 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819
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Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.

Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or [email protected].

1 The Barron’s 2024 Top 100 RIA Firms list, a nine-year annual ranking of independent advisory firms, is based on qualitative and quantitative factors. Firms elect to participate but do not pay to be included in the ranking. The 2024 ranking refers to Edelman Financial Engines as the top mega RIA.

2 Edelman Financial Engines data, as of September 30, 2024.