Relationship Mgr II

The Standard • Denver, CO

1d

About The Position

The next part of your journey is right around the corner — with The Standard. 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? Job Summary Join our team to provide exceptional customer service for retirement plan accounts! You'll build meaningful partnerships with sponsors and channels through ongoing engagement, negotiation, and proactive problem-solving. As a trusted liaison, you'll address concerns, share important regulatory news, advise on innovative plan designs, and play a key role in driving business success and client satisfaction. Drive client retention by delivering annual plan reviews to decision-makers and initiating proactive client contact and meetings. Provide investment advisory services fund lineup updates and deliver Investment Due Diligence and Monitoring Reports. Coordinate the installation of assigned new groups with the 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 proactively scheduling, determining content, preparing for, and delivering meetings. Participate in sales presentations as a relationship manager when requested by sales manager. Promote new products and services to plan sponsors. Ability to work in CENTRAL Time Zone is a requirement of the role.

Requirements

• A bachelor’s degree is required.
• Requires 6+ years’ of demonstrated relationship management experience in the retirement plans field.
• Working knowledge of qualified plans, ERISA, and qualified plan investments.
• Ability to work in CENTRAL Time Zone is a requirement of the role.

Responsibilities

• Drive client retention by delivering annual plan reviews to decision-makers and initiating proactive client contact and meetings.
• Provide investment advisory services fund lineup updates and deliver Investment Due Diligence and Monitoring Reports.
• Coordinate the installation of assigned new groups with the plan sponsor and channel relationships.
• Deliver all aspects of the enrollment, re-enrollment, and education process.
• Participate in sales presentations as a relationship manager when requested by sales manager.
• Promote new products and services to plan sponsors.

Benefits

• A rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions
• An annual incentive bonus plan
• Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually — PTO increases with tenure
• A supportive, responsive management approach and opportunities for career growth and advancement
• Paid parental leave and adoption/surrogacy assistance
• An employee giving program that double matches your donations to eligible nonprofits and schools
• In addition to the competitive salary range below, our employee-focused benefits support work-life balance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level