Responsibilities
- Provide relationship management and oversee 85 small plans, generally in the $5M - $25M range.
- Responsible for client retention and growing our existing plans.
- Manage the relationship with client, including education strategies, plan review, and asset diversification.
- Assist the sales team on developing new business and attending finals presentations.
Benefits
- 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.
Work Arrangement
Hybrid
Additional Information
- Ability to travel the majority of the time (60-70%) via airline travel to various states, as well as using personal vehicle to go to local meetings with plan sponsors and brokers.
- We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.
- 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.
