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Relationship Manager

HORAN

in Cincinnati OH

Job Title: Relationship Manager, HORAN Wealth 
Full or Part Time: Full-Time
Department: Retirement
FLSA Status: Exempt

Position Reports To: Vice President, Department Director, Retirement Plan Consulting

Position Summary:

The Relationship Manager is responsible for a book of business of defined contribution plans. This individual is the primary contact for the client and works in a team structure which is collectively responsible for managing, educating, resolving client issues, building relationships, and meeting the needs of Plan Sponsors.

Core Responsibilities:

• Focuses on understanding and responding to client needs.  Assumes a consultative role to acquire a clear understanding of the business need and the client’s perception of relevant issues.
• Sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the client relationship. Acts as the client’s “trusted advisor”.
• Drive toward optimal plan design (i.e., Automatic Enrollment, Automatic Increase, etc.)
• Builds client relationship to highest level of decision makers.
• Plans and conducts effective in-person and/or phone meetings.
• Facilitates discussions with clients regarding legal, regulatory and design issues across the plan. Consults with clients on qualified and potentially nonqualified plan design alternatives.
• Responsible for analyzing the client's investment architecture and providing appropriate alternatives. 
• Actively facilitates Investment Review meetings.
• Deliver 1:1 employee education to drive increased plan participation, higher contribution rates and appropriate asset allocation.
• Participate in Sales support activities such as referrals, references and cross-selling across multiple business units.
• Develop meaningful relationships with advisors and centers of influence to help build the business.
• Complete annual Firm Element and FINRA continuing education, as required.

Qualifications:

• 4-year degree from an accredited University
• Minimum of 7 years (preferably more) of experience in Relationship Management, preferably within the retirement industry
• FINRA Series 6 and 65 or ability to obtain in 120 days

Desired Skills:

• An individual of high integrity with good judgment skills, and who is committed to doing the right thing for their clients.
• Broad understanding of retirement benefits, including regulations and plan design.

HORAN History:

 For close to 75 years, HORAN has served as a trusted advisor and thorough planner in the areas of employee benefits consulting, wealth management, and life insurance for estate and business planning. HORAN, with its 150+ employees, has grown to become one of the region’s largest privately held financial services and insurance organizations. HORAN represents over 600 companies and 300,000 individuals. The wealth management division has greater than $2.9 billion under its care. HORAN is committed to the Health, Wealth and Life needs of its loyal clientele.

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