Relationship Mgr II

Job description

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 up...