Strategic Engagement Team Relationship Manager

Position Summary:

Our Strategic Engagement Team at Cerity Partners supports engagement across all service lines through business development and marketing efforts. The Relationship Managers primarily support our Workplace Solutions business through the prospecting sale implementation and servicing of companies looking to provide financial planning benefit to their employees. The Relationship Manager develops and oversees the optimization and evolution of our corporate programs. They work alongside cross-functional teams to design strategic tactics that drive growth.

Primary Responsibilities

• Manages Workplace Solutions corporate financial programs; responsibilities include but are not limited to:

  • Responsible for supporting the strategic growth of our corporate programs through existing and new business

  • Leads and manages project initiatives: building project plans managing project milestones and seeing them through to completion

  • Responsible for collaborating on growth strategies within each relationship for both B2B and B2C growth.

  • Coordinates with cross-functional teams (i.e Marketing Advisor Teams Compliance etc.) to execute project milestones

  • Curates Workplace Solutions external collateral (i.e. email drip campaigns newsletters flyers invites presentations) in concert with Advisor and Marketing teams

  • Assists advisors with the creation of benefits education video scripts presentation talk tracks etc.

  • Prepares agendas for and facilitates all Workplace Solutions program recurring meetings (both internal and external)

  • Leads recurring meetings with advisor teams to provide updates and ideas to grow programs

  • Attends all internal and external meetings for the relationships they are responsible for

  • Tracks and reviews program metrics to identify trends and potential gaps to evolve program efficacy

• Manage relationships with corporate partners; responsibilities include but are not limited to:

  • Facilitate regular communication with our HR partners

  • Develop and present quarterly data detailing engagement trends and KPIs

  • Present solutions and strategies to evolve our programs to better meet the needs of the organization and their people.

Required Qualifications:

• Bachelors degree required with a concentration in business project management marketing/communications or related field preferred

• 7 years experience in account management sales or marketing

Preferred Qualifications:

• PMP certification

Skills and Competencies:

• Strong interpersonal and networking skills with an ability to cultivate and manage client relationships and work effectively with others

• Ability to create compose and edit written materials

• Strong communication and presentation skills

• Strong interpersonal and networking skills with an ability to cultivate and manage client relationships

• Possesses strong computer skills: Microsoft Office suite (especially Microsoft Word PowerPoint & Excel) CRM systems and intranet

• Salesforce Asana and Canva experience

• High level of integrity in dealing with confidential client and prospect information

• Willingness to travel (estimated 5% of time) and work a flexible schedule (some evening events required)

• Has a positive attitude is collaborative takes initiative/responsibility for projects and has a desire to coach others

Compensation Range:

$90000 - $110000

Why Cerity Partners:

Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:

• Health dental and vision insurance day 1!

• 401(k) savings and investment plan options with 4% match

• Flexible PTO policy

• Parental Leave

• Financial assistance for advanced education and professional designations

• Opportunity to give back time to local communities

• Commuter benefits

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures perspectives and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race religion national origin sex sexual orientation age veteran status disability status or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations please reach out to Applicants must be authorized to work for any employer in the U.S.