MEP/PEP Relationship Director

Grow your career with a growing organization

Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

Responsible for overseeing and maintaining Partner relationships ensuring the client's overall service needs are satisfied by establishing, developing and maintaining strong relationships with Partner home-office personnel. Primary servicing will include Partners offering Multiple Employer Plans (MEPs), Pooled Employer Plans (PEPs) and other single plan retirement product offerings (e.g. 401k) that Partner offers. Subject matter expert with knowledge related to partner product, recordkeeping, administration, technical, and legal issues.

Essential Functions

• Acts as the primary contact for Partner home-office personnel supporting the relationship with regards to product, administration, operations, policies, procedures, and on-going servicing.
• Coordinate with Partner and internal teams to ensure an annual Strategic Partnership Plan is developed and maintained.
• Support the Partner by facilitating periodic partnership reviews (in-person and remotely as needed).
• Work with the Partner and internal Product team to maintain an overall product definition for the offering and coordinate product level changes as needed.
• Identify opportunities for operational efficiencies with a focus on cost savings/revenue generation.
• Demonstrate knowledge of company’s products and services.
• Respond accurately and timely to sensitive/escalated and complex situations from Partner, account manager, other internal departments and management.
• Provide education and training for internal and external stakeholders for new and existing operational processes, products and system functionality.
• Ensure all required reporting is accurate and delivered within agreed upon timeframes.
• Monitor Service Level Agreements (SLA’s) to ensure they are in alignment with our contractual obligations.
• Ensure accurate assessment of fees to Partners and Plans (as outlined in Partner agreement).
• Negotiate all fee schedule and contract updates/renewals.
• Ensure all current contracts/fee schedules/amendments are maintained in a designated location.
• Seeks additional opportunities to lead global initiatives and is responsible for rollout and communication strategies.
• Train and mentor less experienced staff.
• All other duties as assigned.
  
  

Qualifications

• Bachelor’s degree
• 10 years of industry and RM role experience
• Series 6 and Series 63
• Builds productive internal/external working relationships.
• Explains information and persuades others in complex situations.
• In depth knowledge of retirement plan markets, investment products, capital markets and portfolio theory.
• Has wide ranging experience, uses professional concepts and company objectives to resolve complex issues in creative ways.
• Determines methods and procedures on new assignments and may teach/mentor others with less expertise.
• Strong interpersonal and communication skills.
• Thorough working knowledge of MS Word, Excel and PowerPoint.
• Strong interpersonal and communication skills. Solid understanding of client relationships and ability to view work in a strategic manner.
• Ability to manage multiple tasks with strict deadlines and lead projects simultaneously; works independently with solid problem solving, negotiation and critical thinking skills.
• Takes a broader perspective to identify innovative solutions, techniques evaluation criteria for obtaining results.
• Enforce defined procedures to mitigate gain/loss exposure, measured by gain/loss exposure as a result of circumventing procedures.
• Effectively manages projects.
• Builds productive internal/external working relationships.
• Interacts with key contacts outside of own area of expertise, involving coordination among groups.
• Explains information and persuades others in complex situations.
• Willing to travel, including overnight stays, via air travel, train and/or automobile to attend meetings with key parties.
  
  

This job description is not intended to be an exhaustive list of all duties, responsibilities and qualifications of the job. The employer has the right to revise this job description at any time. You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this job description. You may be required perform other duties that are not included on this job description. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

What We Offer You

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• 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) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.
  
  

Base Salary Range

$97,000.00 - $136,975.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer

• Drug-free workplace
  
  

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to 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.

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

Job Posting End Date at 12:01 am on:

06-07-2024

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Salary : $97,000 - $136,975