Relationship Manager – Core

Empower

. Own the retention and profitability of a book of business, typically plans in the $10–$50 million range .

Posted 10/20/2026full-timeRemote • California • United StatesMid-LevelSenior💰 $96,100 - $135,700 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing client retention and profitability for a substantial book of business, while effectively building strategic relationships and delivering tailored solutions in the financial services sector.

Highest-signal resume keywords

FINRA 6 & 63 RegistrationsLife Insurance LicenseERISA Compliance UnderstandingStrategic Relationship BuildingFinancial Services Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Plan DesignEmployee Education PlanningProblem SolvingData OrganizationNegotiation Skills

Soft Skills

Effective CommunicationTime Management

Certifications & Qualifications

FINRA 6 RegistrationFINRA 63 RegistrationLife Insurance LicenseFINRA Fingerprinting

Industry Keywords

Financial ServicesClient RetentionProfitabilityPlan SponsorsRetirement Readiness

About the role

Key responsibilities & impact

Own the retention and profitability of a book of business, typically plans in the $10–$50 million 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 for local or regional onsite advisor and client meetings
Collaborate internally with departments and partners to solve issues and provide unique solutions
Work with senior staff on complex issues, clients, accounts, projects, analyses, and internal relationships

Requirements

What you’ll need

FINRA 6 & 63 registrations required within corporate-established timelines
Life Insurance license required
FINRA fingerprinting required
Bachelor 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 of moderately complex content in a clear and succinct manner
Ability to sort and organize facts, data and other information to define problems and develop effective client or internal-partner solutions
Basic negotiation and time management skills, with manager oversight
Reliable high-speed internet with a wired connection and a distraction-limited home workspace
May travel as required within territory
Majority of travel will be by personal vehicle with occasional overnight stays

Benefits

Comp & perks

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 that includes the 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) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
Flexible work environment
Reliable high-speed internet and wired connection; necessary computer equipment provided for remote and hybrid positions