Relationship Manager Core - Northern California

Overview

This role serves as a strategic partner to clients by providing prescriptive solutions aligned with business goals related to retention, growth, and retirement readiness. The Core Market Relationship Manager strengthens relationships with advisors, plan sponsors, and third-party administrators within the corporate market segment.

This position specializes in managing relationships with plan sponsors having plan assets between $10 and $35 million.

Responsibilities

• Own the retention and profitability of a book of business; plans will typically fall within the $10–$50 MM range
• Build and grow relationships with key decision makers
• Collaborate with plan sponsors and advisors on plan design, investments, retirement readiness, affiliated product solutions, and new opportunities
• Deliver plan level reviews, including employee education planning
• Problem-solve escalated issues
• Partner with the local sales team to deepen advisor relationships, develop new business, and grow existing business
• Travel as expected for local or regional onsite advisor and client meetings
• Collaborate internally with other departments and partners to solve issues and provide unique solutions
• Work with senior staff when dealing with complex issues, clients, accounts, projects, analyses, or internal relationships

Requirements

• FINRA 6 and 63 registrations required within corporate-established timelines
• Life Insurance license required
• FINRA fingerprinting required
• Bachelor’s degree in Business or related discipline, or equivalent experience
• 4+ years financial services or other relevant experience
• 2+ years building strategic relationships
• Foundational understanding of ERISA concepts in compliance, plan design, and regulatory requirements
• Effective communication skills; able to deliver moderately complex content clearly and succinctly
• Ability to sort and organize facts, data, and other information to define a problem and develop effective solutions for clients or internal partners
• Basic negotiation and time management skills, with manager oversight
• Ability to travel as required within territory (majority of travel will be personal vehicle with an occasional overnight stay)

Compensation & Benefits

• Base Salary Range: $96,100.00 - $135,700.00
• Non-sales positions may participate in a bonus program.
• Sales positions may be eligible for sales incentives and, in some instances, a bonus plan, where total compensation may exceed base salary based on individual performance.
• Actual compensation offered may vary based on geographic location, work experience, education, licensure requirements, and/or skill level and will be finalized at the time of offer.

Benefits include:

• Medical, dental, vision, and life insurance
• Retirement savings: 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Paid time off upon hire, including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time: 16 hours per calendar year
• Leave of absence programs, including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business-casual environment (includes the option to wear jeans)
• Business Resource Groups (BRGs) open to all

Location & Work Environment

• Normal office working conditions typically from a residential office with access to a working space free from distractions
• For remote and hybrid positions: must provide reliable high-speed internet with a wired connection and a place in the home to work with limited disruption; connectivity must be fiber, cable, or DSL
• Other necessary computer equipment will be provided
• May be required to work in the office if home work environment and required internet connection are not adequate

Additional Information

• Job Posting End Date: 11-27-2026 at 12:01 am
• This job description is not an exhaustive list of duties and may be revised at any time. Performance will be evaluated based on the responsibilities and/or tasks listed.
• Equal opportunity employer and drug-free workplace.
• Equal opportunity commitment includes consideration regardless of age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.