We believe in fostering an inclusive workplace where diversity is celebrated. We encourage candidates to apply, even if they don't meet every requirement listed. Our team reflects the diversity of the businesses and clients we serve, striving to build an authentic and collaborative environment that supports career growth and development.
Your Role
As a Partner Relationship Manager reporting to the Head of Channel Partnerships in the Health and Benefits Division, you will play a crucial role in managing business relationships with recordkeepers, consultants, and other channel partners. You'll collaborate closely with the Managing Director to onboard large opportunities and maintain institutional relationships, aiming to expand and enhance these partnerships. Your responsibilities will include strategic relationship management, project coordination, client communications, and collaboration with internal teams such as Legal, Operations, Technology, Sales Managers, and Coordinators.
Key Responsibilities
Manage institutional relationships and develop strategic plans to foster growth
Coordinate the onboarding process for new large relationships
Facilitate communication internally and externally regarding client deliverables
Organize and participate in client meetings and conference calls to assess needs and implement project plans
Collaborate with cross-functional teams including Technology, Legal, Operations, and Client Service
Participate in internal meetings to define tasks, design project plans, and ensure timely execution
Perform other duties as assigned
Qualifications
7-10 years of experience in account management or partner relationship management
Bachelor's degree in Business, Communications, Marketing, or related field
Excellent interpersonal, written, and verbal communication skills
Strong planning, organizational, analytical, and time management abilities
Proficiency in Microsoft Office Suite; familiarity with Salesforce is a plus
Prior Experience In IRAs And/or Retirement Plan Industry Preferred
Proactive problem-solving and decision-making skills with a client-centric approach
Why Join Us
We offer comprehensive health, wealth, retirement, and benefits solutions that empower millions of clients to plan, save, and invest in their futures. With a commitment to achieving better outcomes, we provide services including automatic rollover solutions, health savings accounts, custody services, and more. If you thrive in a collaborative environment focused on career development and innovation, We welcome your application.
Employment Type: Full-Time
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Sales and Business Development
Industries
Human Resources Services
Referrals increase your chances of interviewing at Get It Recruit - Finance by 2x