Relationship Manager

Dallas, IA - USA

Monthly Salary: $ 97865 - 161575

Posted on: 5 hours ago

Vacancies: 1 Vacancy

Department:

Business Development

Job Summary

Description

The Relationship Manager is responsible for the health of our overall client relationship and specifically as it pertains to the clients retirement this role the Relationship Manager will attend meetings build contact relationships manage client expectations perform internal functions and introduce other product and services Milliman offers.

Who We Are

Independent for over 75 years Milliman delivers market-leading services and solutions to clients worldwide. Today we are helping companies take on some of the worlds most critical and complex issues including retirement funding and healthcare financing risk management and regulatory compliance data analytics and business transformation.

Milliman invests in skills training and career development and gives all employees access to a variety of learning and mentoring opportunities. Our growing number of Milliman Employee Resource Groups (ERGs) are employee-led communities that influence policy decisions develop future leaders and amplify the voices of their constituents. We encourage our employees to give back to their varied professions including leadership in professional organizations. Please visit our web site ( to learn more about Millimans commitments to our people inclusion and sustainability.

Through a team of professionals ranging from actuaries to clinicians technology specialists to plan administrators we offer unparalleled expertise in employee benefits investment consulting healthcare life insurance and financial services and property and casualty insurance.

What You Will Do

In this role you will:

Deliver high quality service to clients
Demonstrate full understanding of clients their retirement plans sensitivities needs and objectives
Attend regular client committee and board meetings
Develop relationships to cross-sell ask for referrals and retain long-term clients.
Responsible for the overall financial health of the client including profit and billing
Handles the entire range of sales activities including relationship building initial meeting/demonstrations and presentations and closing business.
Maintain the sales pipeline through Dynamics
Travel up to 30% for assigned territory (primarily ND MT MN as well as ID WA WY)

What We Are Looking For

Required Professional Qualifications

5-15 years of industry experience with an expertise in retirement plans and strong working knowledge of 401(k) plans and Co-op 401(k) plans.

Preferred Professional Qualifications

QKA certification

Personal Qualifications

Works well within a team environment and takes ownership of personal work product
Proficiency in the use of computers and other general office equipment
Proficiency in Microsoft Office Suite
Attention to detail
Excellent problem-solving skills
Strong communication skills (both written and verbal)
Able to productively respond to change
Excellent organization and time management skills

Individual(s) must be legally authorized to work in the United States without the need for immigration support or sponsorship from Milliman now or in the future.

Location

This role is based out of the Milliman office in Dallas Texas but candidates hired into this role may work remotely anywhere in the US. The expected application deadline for this job is March 31 2026.

Compensation

The overall salary range for this role is $85100 - $161575.
For candidates residing in:

Alaska California Connecticut Illinois Maryland Massachusetts New Jersey New York City Pennsylvania Virginia Washington or the District of Columbia the salary range is $97865 - $161575.
All other locations the salary range is $85100 - $140500.

A combination of factors will be considered including but not limited to education relevant work experience qualifications skills certifications etc.

Benefits

We offer a comprehensive benefits package designed to support employees health financial security and well-being. Benefits include:

Medical Dental and Vision Coverage for employees dependents and domestic partners.
Employee Assistance Program (EAP) Confidential support for personal and work-related challenges.
401(k) Plan Includes a company matching program and profit-sharing contributions.
Discretionary Bonus Program Recognizing employee contributions.
Flexible Spending Accounts (FSA) Pre-tax savings for dependent care transportation and eligible medical expenses.
Paid Time Off (PTO) Begins accruing on the first day of work. Full-time employees accrue 15 days per year and employees working less than full-time accrue PTO on a prorated basis.
Holidays A minimum of 10 paid holidays per year.
Family Building Benefits Includes adoption and fertility assistance.
Paid Parental Leave Up to 12 weeks of paid leave for employees who meet eligibility criteria.
Life Insurance & AD&D 100% of premiums covered by Milliman.
Short-Term and Long-Term Disability Fully paid by Milliman.

Equal Opportunity

All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation national origin disability or status as a protected veteran.

#LI-REMOTE

#LI-AS1

Required Experience:

Manager

DescriptionThe Relationship Manager is responsible for the health of our overall client relationship and specifically as it pertains to the clients retirement this role the Relationship Manager will attend meetings build contact relationships manage client expectations perform internal functions an...