Senior Relationship Manager – Mid Market

Empower

. Manage a portfolio of mid-size complex retirement plans, typically 20 to 30 plans, ensuring long-term retention and profitability .

Posted 9/15/2026full-timeRemote • Texas • United StatesSenior💰 $105,700 - $149,275 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing complex retirement plans, client relationship management, and financial services, with a strong focus on plan design, investment management, and fiduciary governance. Proven ability to drive business growth through strategic partnerships and effective communication.

Highest-signal resume keywords

Client Relationship ManagementPlan Design ExpertiseInvestment ManagementFINRA 6 and 63 RegistrationLife Insurance License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Services ExperienceNegotiation SkillsPresentation SkillsBusiness AcumenRisk Management Expertise

Soft Skills

Communication SkillsInfluencing Decision-MakingOrganizational Navigation

Tools & Technologies

Standard Office EquipmentClient Presentation Tools

Certifications & Qualifications

FINRA 6 RegistrationFINRA 63 RegistrationLife Insurance License

Industry Keywords

Retirement PlansFiduciary GovernanceClient P&L ManagementMarket TrendsRegulatory Changes

About the role

Key responsibilities & impact

Manage a portfolio of mid-size complex retirement plans, typically 20 to 30 plans, ensuring long-term retention and profitability
Cultivate and deepen relationships with plan sponsors, advisors, and internal stakeholders to drive business growth
Act as a trusted advisor on plan design, investments, retirement readiness, and industry trends
Lead periodic plan reviews, participant education planning, and regulatory updates
Represent the participant communications strategy in annual client plans
Partner with sales teams to expand advisor relationships, develop new business, and grow existing accounts
Work with client service teams to design and implement business planning deliverables
Participate in new business final presentations and site visits
Identify and implement solutions that enhance client satisfaction and maintain financial viability
Serve as the primary escalation point for complex client issues
Collaborate across internal teams to provide tailored client solutions
Navigate organizational governance structures to advocate for client needs and business objectives
Stay informed on market trends, competitive landscape, and regulatory changes
Deliver client presentations on industry insights, plan performance, and legislative updates
Manage client P&L, balancing revenue growth and operational efficiency
Lead contract renewals, negotiations, and pricing strategies
Identify opportunities to optimize plan efficiency and maximize revenue potential

Requirements

What you’ll need

Bachelor’s degree in business or related discipline or equivalent experience
5+ years financial services experience, including building strategic relationships
FINRA 6 and 63 registration required within corporate-established timelines
FINRA fingerprinting required
Life Insurance License required
Proven experience managing client relationships in financial services, retirement plans, or a related industry
Strong understanding of plan design, investment management, and fiduciary governance
Excellent negotiation, presentation, and communication skills
Ability to navigate organizational structures and influence decision-making
Strong business acumen, including financial and risk management expertise
Ability to travel 5-20% as needed based on territory and client book of business
Frequent use of standard office equipment
Ability to travel by air and ground, carry business materials, and conduct extended client meetings
Ability to sit, stand, and move for extended periods
Reliable high-speed internet with a wired connection and a minimally disruptive home workspace for remote work

Benefits

Comp & perks

Medical, dental, vision and life insurance
401(k) plan with generous company matching contributions up to 6%
Financial advisory services
Potential company discretionary contribution
Broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment with the option to wear jeans
Paid time off program
Ten paid company holidays and three floating holidays each calendar year
Paid volunteer time — 16 hours per calendar year
Paid parental leave
Paid short- and long-term disability
Family and Medical Leave (FMLA)
Business Resource Groups (BRGs)
Reliable high-speed internet and wired connection required for remote work
Necessary computer equipment provided