Account Manager intern contributing to customer relations, commercial connections, and cross - functional projects at Rue des Vignerons. Engaging with wine tourism and enhancing partner relations.
About the role
- Strategic Relationship Manager supporting retirement plan clients with strategic plan management and service. Building relationships and navigating day-to-day client interactions with various partners.
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
- Travel Requirements: Up to 50%
Requirements
- Bachelor’s degree required in relevant course of study
- Minimum of 5 years’ experience in financial services industry
- 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.
Benefits
- 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 plus 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.
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Account Manager for Rue des Vignerons, enhancing relationships in the wine tourism sector. Focused on partner support, sales, and client satisfaction in Toulouse.
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