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SVP, Group Manager - Relationship Management
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- The Select Market Relationship Management Team Lead (SVP, Group Manager) has senior management accountability for a multi-state book of business of Workplace Investing Select Market corporate client relationships!
- Primary responsibility is the effective leadership of approximately 10 Vice President, Managing Directors (MDs) to ensure the satisfaction and retention of 100+ corporate client relationships with over 500,000 individual participants and approximately $75-100B in assets under administration.
- The SVP, Group Manager is responsible for a portfolio of multi-product client relationships including the following services: Defined Contribution, Non-Qualified Plans, Defined Benefit, Equity Compensation, Health Savings Accounts, Managed Accounts, a portfolio of Health Solutions (including Health & Welfare administration), Self-Directed Brokerage, Workplace Consulting and Emerging Products offerings (ex: Student Debt, Workplace Giving).
- This position involves extensive and ongoing client contact with senior level client decision makers (CFO, CEO, CHRO, SVP of HR) of existing and prospective customers.
- Effectiveness in the role requires superior executive presence, benefits and financial services acumen, and consultative sales skills.
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