Senior Relationship Manager - NJ Licensed
Posted 2 days ago
virtual vocationsDenver (CO)
Personal Financial AdvisorsInsurance Agencies and Brokerages
SENIORITY
Senior
About the role
Seeking a full-time Senior Relationship Manager - NJ Licensed, this role will manage executive-level relationships with key distribution partners in the Individual Retirement and Annuities business, focusing on developing growth strategies and driving business initiatives while collaborating across multiple teams.
Key Responsibilities
Own and manage executive-level relationships with assigned distribution partners, developing customized business plans
Identify opportunities to increase annuity sales and advisor engagement, collaborating with internal and external sales teams
Act as a liaison between various teams to resolve partner issues and drive strategic initiatives
Required Qualifications
Bachelor's degree in Business, Finance, Marketing, Economics, or related field
Extensive experience in relationship management, distribution, or business development within financial services
Experience supporting annuity, retirement, or investment products
Proven success managing large institutional relationships and influencing senior executives
Strong analytical and presentation skills
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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