Senior Relationship Manager Mid-Market Tax Exempt

Overview

The Senior Relationship Manager Mid-Market (Sr RM) supports tax-exempt retirement plans (government and non-profit) with assets approximately from $50MM to $150MM. This role serves as the central point of business contact for assigned client “plan sponsor” relationships for both clients and internal personnel. The Sr RM may partner with plan intermediary and/or Third-Party Advisor (TPA) aligned with the plan sponsor.

The Sr RM is accountable for assigned client relationships, including overall service delivery, evaluating, improving and managing client satisfaction and risk/retention efforts, and client P&L management.

This role will work with clients in the Mid-Atlantic region, must be based in this territory, and will travel occasionally.

Responsibilities

• Maintain and retain client relationships for large tax-exempt retirement plans with an asset value typically ranging from $35 to $150 million by identifying solutions to enhance overall satisfaction, actively reducing risk of client loss, and improving the financial viability of client relationships
• Participate in new business finals presentations and client site visits; build rapport with clients and manage client expectations beginning with the sales process and continuing throughout the relationship
• Conduct client meetings with internal SMEs and the service team to apply expertise across plan design, funding, administration, participant communications, compliance, fiduciary governance, and industry trends
• Deliver periodic plan statistical, regulatory/legislative, and industry trending presentations to clients—via video conference and in person
• Identify both obvious and less obvious signs of satisfaction/dissatisfaction and positively influence client perspective
• Navigate governance structures (e.g. Business Acceptance Committee)
• Communicate ideas and messages clearly and succinctly
• Articulate relationship management value, as well as participant and plan sponsor experience
• Provide timely, effective, and comprehensive management reporting on plan health and opportunities
• Understand and be conversant on revenue and expense variables associated with client relationships
• Understand capital markets and proprietary investment management products and services

Requirements

• Bachelor’s degree
• 5+ years relevant experience
• Strong communication skills
• Ability to build rapport with clients and proactively manage client expectations
• Ability to travel to client/prospective client meetings and support internal team/SME/leadership relationship development or training, which is central to the role
• FINRA 6 & 63 registrations required within established timelines
• FINRA fingerprint required
• Applicants must be authorized to work for any employer in the U.S. Applicants are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.

Preferred Qualifications

• Understanding of investment management products and services
• Understanding of revenue and expense variables associated with client relationships
• Experience working independently and being resourceful
• Effective time management
• Effective project management
• Critical thinking and decision-making
• Customer focus
• Experience building collaborative partnerships

Compensation & Benefits

• Base salary range: $116,300.00 - $164,225.00
• Non-sales positions may participate in a bonus program.
• Sales positions may be eligible for sales incentives, and in some instances a bonus plan; total compensation may exceed base salary depending 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 offered may 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
• Business-casual environment (option to wear jeans)
• Generous 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 Resource Groups (BRGs) open to all employees

Location

• Mid-Atlantic region
• Must be based in this territory
• Travel occasionally

For remote and hybrid positions, reliable high-speed internet with a wired connection and an appropriate place in the home to work with limited disruption are required. Connectivity must be from an internet service provider that is fiber, cable or DSL. Other necessary computer equipment will be provided. The role may require working in the office if a suitable home work environment and required internet connection are not available.

Application Deadline

Job Posting End Date at 12:01 am on: 10-28-2026