Experienced Relationship Manager – TPA Customer Care (Retirement Solutions) at arenaflex

At arenaflex, we're dedicated to making financial security accessible to all. As a trusted leader in the industry for over 140 years, we've been recognized as one of the 2024 World's Most Ethical Companies by Ethisphere for the 13th time, reflecting our commitment to ethical practices and client satisfaction. We're now seeking an experienced Relationship Manager to join our TPA Customer Care area, where you'll play a pivotal role in developing and nurturing deep relationships with advisors, unbundled plan sponsors, and third-party administrators operating within our 10M - 200M market segment.

About arenaflex

arenaflex is a purpose-led firm, motivated by our mission, integrity, and customer focus. We're a company that values innovation, collaboration, and growth, and we're committed to helping our clients achieve their financial goals. Our team is passionate about making a difference in the lives of our clients, and we're looking for like-minded individuals to join us on this journey.

Responsibilities

As a Relationship Manager within our TPA Customer Care area, you'll be responsible for:

• Developing and nurturing deep relationships with advisors, unbundled plan sponsors, and third-party administrators, providing them with innovative and tailored solutions to meet their business objectives.
• Collaborating with TPAs, plan sponsors, and advisors on plan features, investments, retirement readiness, services, and new opportunities, ensuring that our clients receive the highest level of service and support.
• Conducting plan level health reviews to assess and improve client plans, identifying areas for growth and improvement.
• Problem-solving complex issues that arise in client relationships, providing creative solutions and ensuring that our clients' needs are met.
• Offering innovative and tailored solutions to meet clients' business objectives, such as retention, growth, and retirement readiness.

Requirements

To be successful in this role, you'll need:

• A Bachelor's degree or 8 years of equivalent experience.
• 4+ years of retirement industry experience, with a strong understanding of Qualified Plans and unbundled experience (Defined Benefit, Defined Contribution).
• The ability to become an associated person of arenaflex Securities, Inc.
• Strong leadership, negotiation, presentation, organizational, and problem-solving skills, with excellent interpersonal, analytical, and oral and written communication skills.
• The ability to be assertive and entrepreneurial, with a strong desire to succeed in a fast-paced and dynamic environment.

Nice-to-haves

While not required, experience with financial security solutions and retirement readiness strategies, as well as familiarity with investment products and variable contracts, would be a valuable asset in this role.

Benefits

As a member of our team, you'll enjoy a range of benefits, including:

• Flexible Time Off (FTO) for salaried employees.
• Pension eligibility.
• The opportunity to participate in a bonus program for non-sales positions.
• Sales positions eligible for sales incentives and bonus plans.

Work Environment and Company Culture

At arenaflex, we're committed to creating a work environment that's collaborative, innovative, and supportive. Our team is passionate about making a difference in the lives of our clients, and we're looking for like-minded individuals to join us on this journey. We offer a range of opportunities for growth and development, including training programs, mentorship, and career advancement opportunities.

Career Growth Opportunities and Learning Benefits

We're committed to helping our employees grow and develop their careers, with a range of opportunities for training, mentorship, and career advancement. Our team is passionate about learning and development, and we offer a range of programs and resources to support your growth and success.

Compensation, Perks, and Benefits

We offer a competitive compensation package, including a salary, bonus program, and benefits. Our benefits include Flexible Time Off (FTO) for salaried employees, pension eligibility, and the opportunity to participate in a bonus program for non-sales positions. Sales positions are eligible for sales incentives and bonus plans.

Conclusion

If you're a motivated and results-driven individual with a passion for making a difference in the lives of our clients, we'd love to hear from you. As a Relationship Manager within our TPA Customer Care area, you'll have the opportunity to develop and nurture deep relationships with advisors, unbundled plan sponsors, and third-party administrators, providing them with innovative and tailored solutions to meet their business objectives. Join our team at arenaflex and be part of a purpose-led firm that's committed to making financial security accessible to all. Apply to this job Apply for this job