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Retirement Relationship Manager

Company: Assetmark
Location: Phoenix
Posted on: April 2, 2024

Job Description:

Job Description:The Job/What You'll Do:The AssetMark Retirement Relationship Manager is the primary resource in providing Financial Advisors with support on new/converting employer-sponsored plans within AssetMark's Retirement Services offering. The Relationship Manager will work closely with Financial Advisors, internal clients, and external partners to provide timely, superior service including problem solving and issues resolution.We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our office located in Phoenix, AZ or Encino, CA.Responsibilities:

  • Develop and maintain strong relationships with advisors, sales, operations, and critical vendors supporting AssetMark retirement plans
  • Partner with financial advisors in the development and execution of participant engagement strategies; support, plan and participate in meetings when necessary
  • Communicate plan features and requirements in a clear and concise manner
  • Adheres to Service Center Standards (balances Advisor needs with service center metrics)
  • Takes full ownership and accountability for all interactions with internal and external customers
  • Initiates outbound communications with advisors and sales regarding open issues and concerns based on inquiries
  • Must have a strong oral and written presence by being positive, energetic, helpful, professional, clear, and confident
  • Subject Matter Expert in establishing and maintaining various retirement offerings including 401(k), 403(b), 457
  • Maintain up-to-date knowledge of legislative or plan changes
  • Continually evaluate day-to-day activities for process improvement opportunities; speak about outages, offer solutions and make improvements; Must be solution-oriented
  • Participate in selected departmental process improvement initiatives and duties as assigned
  • Supports and adheres to departmental standards for call managementKnowledge, Skills, and Abilities:
    • Excellent written and oral communication skills
    • Intermediate level working knowledge of retirement plans and investment products and services
    • Uses sound judgment with a sense of urgency
    • Exercises strong decision-making skills
    • Shows a high level of integrity and ethics
    • Adaptable to change
    • Has a passion for self-improvement
    • Displays passion and a heart for serviceEducation & Experience:
      • Bachelor's degree or equivalent experience
      • Minimum of 2 years industry-related experience
      • Experience supporting Employee Sponsored Retirement Plans
      • Experience supporting financial advisors and their clients
      • Strong background in customer serviceCompensation: The Base Salary range for this position is between $65,000-$75,000.This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.#LI-CR1#LI-HybridWho We Are & What We Offer:AssetMark's mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors' businesses are running at their best and a comprehensive suite of investment solutions. AssetMark's platform empowers advisors to provide the highest level of service possible to their clients.AssetMark's culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.
        • Flex Time Off or Paid Time/Sick Time Off
        • 401K - 6% Employer Match
        • Medical, Dental, Vision - HDHP or PPO
        • HSA - Employer contribution (HDHP only)
        • Volunteer Time Off
        • Career Development / Recognition
        • Fitness Reimbursement
        • Hybrid Work ScheduleAs an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.

Keywords: Assetmark, Phoenix , Retirement Relationship Manager, Executive , Phoenix, Arizona

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