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In our Customer Care area, the Relationship Manager develops deep relationships with advisors, plan sponsors, and third-party administrators that are in our 10M - 200M market space throughout the Buffalo, NY area. This role is the strategic partner to our clients and advisors to provide creative solutions that meet business goals of retention, growth, and retirement readiness to name a few.
Here are a few examples of the kinds of things you’ll do:
In April, we were named to the Forbes list of America’s Best Employers for Diversity 2022. This is our third year on the list and our highest ranking yet—appearing at No. 56 on the total list of 500 companies. We’re No. 9 among companies in the financial services industry. Join us!
Who You AreLicensing will be required based on state/federal laws and/or company policy in accordance with current licensing policy. The below licenses are required within 5 months of employment:
This position is remote within the territory due to local meetings. Territory consists of Buffalo, NY. Open to candidates within reasonable driving distance.
At this time, we're not considering candidates that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States? This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.
Nonimmigrant Workers and Green Card for Employment-Based Immigrants
For Principal Asset Management positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.
While our expertise spans the globe, we're bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees – individually and all of us together. Explore our core values, benefits and why we’re an exceptional place to grow your career.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
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Investment Management
$79k-106k (estimate)
03/27/2024
05/03/2024
LUFKIN, TX
15,000 - 50,000
2019
$50M - $200M
Investment Management
The job skills required for Relationship Manager - Retirement Solutions include Financial Services, Problem Solving, Leadership, Futures, Written Communication, etc. Having related job skills and expertise will give you an advantage when applying to be a Relationship Manager - Retirement Solutions. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Relationship Manager - Retirement Solutions. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Relationship Manager - Retirement Solutions positions, which can be used as a reference in future career path planning. As a Relationship Manager - Retirement Solutions, it can be promoted into senior positions as a SB Financial Services Relationship Manager II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Relationship Manager - Retirement Solutions. You can explore the career advancement for a Relationship Manager - Retirement Solutions below and select your interested title to get hiring information.