Cetera Financial Group
Cetera Financial Group provided pay range
This range is provided by Cetera Financial Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$70,000.00/yr - $99,000.00/yr Direct message the job poster from Cetera Financial Group The Strategic Relationship Manager is responsible for providing retirement plan clients and partners strategic plan management, investment management, and client service. This role serves as both an internal and external resource to support retirement plan clients and help navigate day to day service with 3rd party partners. This is an independent role which requires travel to client locations for presentations to plan administrators and plan participants. This is a hybrid role, candidates must be in near an office location: St Cloud, MN | Dallas, TX | Des Moines, IA Core Responsibilities:
Setting and driving strategic direction for assigned retirement plans Building and maintaining strong relationships with plan decision makers Serving as liaison between 3rd party partners (recordkeepers, third party administrators and financial professionals) and home office Providing fiduciary guidance to plan administrators Planning and conducting executive and investment/market plan reviews – both on-site and virtually Facilitating discussions with plan administrators and decision makers regarding plan design, plan issue resolution, and legal/regulatory issues Driving plan participation and overall plan contributions through plan design and participant education solutions Differentiating Cetera’s retirement plan solutions to drive client retention Assist the sales team with new business opportunities and participating in sales presentations Cross sell Cetera solutions and services Required Knowledge, Skills, and Abilities:
Relationship management experience in the financial services industry Excellent written and verbal communication skills Strong presentation and negotiation skills with c suite Knowledge of IRS and DOL regulations relating to qualified retirement plans Working knowledge of both qualified and non-qualified retirement plan solutions Excellent time management and organizational skills Strong problem-solving skills and attention to detail Ability to work independently in a fast-paced environment Ability to multi-task in various software applications and managing to deadlines Desired Knowledge, Skills, and Abilities:
FINRA Series 65 or 66 licensing preferred (or ability to obtain within 90 days of employment) Strong proficiency with Microsoft suite of products – Outlook, Excel, Word, etc. Client Relationship Management (CRM) software experience Minimum Required Education & Experience:
Bachelor’s degree required in relevant course of study Minimum of 5 years’ experience in financial services industry Travel Requirements:
Up to 50% Compensation:
The base annual salary range for this role is $70,000 to $99,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations. What we give you in return:
Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including: Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship. Easy access to mental health benefits to meet our team members and their families where they are. 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities. 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years. Paid parental leave to support all team members with birth, adoption, and foster. Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more. Employee Assistance Program (EAP), LifeLock, Pet Insurance and more. Cetera Financial Group® (“Cetera”) is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions. Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology. “Cetera Financial Group” refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions,and Cetera Financial Specialists. Agencies please note: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated. Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection. Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance Referrals increase your chances of interviewing at Cetera Financial Group by 2x Get notified about new Relationship Manager jobs in
St Cloud, MN .
#J-18808-Ljbffr
This range is provided by Cetera Financial Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$70,000.00/yr - $99,000.00/yr Direct message the job poster from Cetera Financial Group The Strategic Relationship Manager is responsible for providing retirement plan clients and partners strategic plan management, investment management, and client service. This role serves as both an internal and external resource to support retirement plan clients and help navigate day to day service with 3rd party partners. This is an independent role which requires travel to client locations for presentations to plan administrators and plan participants. This is a hybrid role, candidates must be in near an office location: St Cloud, MN | Dallas, TX | Des Moines, IA Core Responsibilities:
Setting and driving strategic direction for assigned retirement plans Building and maintaining strong relationships with plan decision makers Serving as liaison between 3rd party partners (recordkeepers, third party administrators and financial professionals) and home office Providing fiduciary guidance to plan administrators Planning and conducting executive and investment/market plan reviews – both on-site and virtually Facilitating discussions with plan administrators and decision makers regarding plan design, plan issue resolution, and legal/regulatory issues Driving plan participation and overall plan contributions through plan design and participant education solutions Differentiating Cetera’s retirement plan solutions to drive client retention Assist the sales team with new business opportunities and participating in sales presentations Cross sell Cetera solutions and services Required Knowledge, Skills, and Abilities:
Relationship management experience in the financial services industry Excellent written and verbal communication skills Strong presentation and negotiation skills with c suite Knowledge of IRS and DOL regulations relating to qualified retirement plans Working knowledge of both qualified and non-qualified retirement plan solutions Excellent time management and organizational skills Strong problem-solving skills and attention to detail Ability to work independently in a fast-paced environment Ability to multi-task in various software applications and managing to deadlines Desired Knowledge, Skills, and Abilities:
FINRA Series 65 or 66 licensing preferred (or ability to obtain within 90 days of employment) Strong proficiency with Microsoft suite of products – Outlook, Excel, Word, etc. Client Relationship Management (CRM) software experience Minimum Required Education & Experience:
Bachelor’s degree required in relevant course of study Minimum of 5 years’ experience in financial services industry Travel Requirements:
Up to 50% Compensation:
The base annual salary range for this role is $70,000 to $99,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations. What we give you in return:
Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including: Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship. Easy access to mental health benefits to meet our team members and their families where they are. 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities. 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years. Paid parental leave to support all team members with birth, adoption, and foster. Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more. Employee Assistance Program (EAP), LifeLock, Pet Insurance and more. Cetera Financial Group® (“Cetera”) is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions. Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology. “Cetera Financial Group” refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions,and Cetera Financial Specialists. Agencies please note: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated. Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection. Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance Referrals increase your chances of interviewing at Cetera Financial Group by 2x Get notified about new Relationship Manager jobs in
St Cloud, MN .
#J-18808-Ljbffr