Relationship Manager

5 days ago

New York, United States Alera Group Full time

Brio, an Alera Group company, is looking for a Relationship Manager for our Benefits team. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you  

Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.


  • Interact with clients to provide information in response to inquiries about products and services and to handle and resolve complaints.
  • Respond to complex client and customer inquiries, non-routine problems and ensures client satisfaction with products, benefits and services.
  • Coordinates with Strategy Manager to ensure needs are met and potential problems are averted.
  • Keeps Strategy Manager informed of account status and opportunities
  • Makes on-site presentations to existing clients and customers to educate and inform.
  • Involved in new account installations.
  • Owns or facilitates the account’s open enrollment strategy.
  • Assists to make sure Brio meet the needs of internal and external demands of clients.
  • Assists in the development and implementation of strategies and policies relating to client management.
  • Provides input that positively impacts financial results
  • Ensures exceptional service and growth through the development of a high performing team

  • Bachelor's degree or 5 years of equivalent experience required
  • 4+ years retirement industry experience
  • Series 7 and Series 66 Licenses preferred
  • Life Accident and Health Licensing required
  • Knowledge of business and retirement products strongly preferred
  • Ability to understand and explain technical information to a variety of audiences
Skills needed for role:
  • Active Learning - Understanding the implications of new information for both current and future problem-solving and decision-making.
  • Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
  • Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
  • Learning Strategies - Selecting and using training/instructional methods and procedures appropriate for the situation when learning or teaching new things.
  • Mathematics - Using mathematics to solve problems.
  • Monitoring - Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.
  • Reading Comprehension - Understanding written sentences and paragraphs in work related documents.
  • Science - Using scientific rules and methods to solve problems.
  • Speaking - Talking to others to convey information effectively.
  • Writing - Communicating effectively in writing as appropriate for the needs of the audience.
Social Skills
  • Coordination - Adjusting actions in relation to others' actions.
  • Instructing - Teaching others how to do something.
  • Negotiation - Bringing others together and trying to reconcile differences.
  • Persuasion - Persuading others to change their minds or behavior.
  • Service Orientation - Actively looking for ways to help people.
  • Social Perceptiveness - Being aware of others' reactions and understanding why they react as they do.
Complex Problem Solving Skills
  • Complex Problem Solving - Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.
Systems Skills
  • Systems Management - Client information is managed in a CRM and rhe role requires usage of other systems.
Resource Management Skills
    • Time Management - Managing one's own time and the time of others.

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more. 

Salary range is $85K to 95K per year. based on experience

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class. 

If you're a California resident, please read the California Consumer Privacy Act prior to applying. 

  

  

#LI-DV1 

#LI-Hybrid

PandoLogic. Category:Customer Service, Keywords:Client Services Manager, Location:New York, NY-10060

  • Relationship Manager

    2 months ago

    New York, United States Atlantic Partners Corporation Full time

    About the Company:Our Client, an International Bank is looking for a Relationship Manager in Corporate and Project Finance to help prepare credit proposals of syndicated and bilateral corporate loans, and support credit analyses for customers’ financial service needs including managing customer databases and relevant documentation to facilitate accurate...

  • Senior Relationship Manager

    1 month ago

    New York, New York, United States HSBC Full time

    Senior Relationship Manager Job DescriptionAt HSBC, we're committed to helping our customers achieve their financial goals. As a Senior Relationship Manager, you'll play a critical role in building and maintaining relationships with our Ultra High Net Worth (UHNW) clients in the Southern Cone region.Key Responsibilities:Develop and execute strategies to...

  • Relationship Manager

    1 month ago

    new york city, United States Atlantic Partners Corporation Full time

    About the Company:Our Client, an International Bank is looking for a Relationship Manager in Corporate and Project Finance to help prepare credit proposals of syndicated and bilateral corporate loans, and support credit analyses for customers’ financial service needs including managing customer databases and relevant documentation to facilitate accurate...

  • Vendor Relationship Manager

    1 month ago

    New York, United States Vista Global Full time

    Job Profile Vista Global, the global business aviation group, integrates a unique portfolio of companies offering asset-light services to cover all aspects of business aviation, through its brands. The group's mission is to lead the change to provide customers with the most advanced flying services and the very best value, anytime, anywhere around...

  • Business Relationship Manager

    4 weeks ago

    New York, United States ApTask Full time

    About Client: The Client is a leading global IT services and consulting company, providing a wide range of services to clients in various industries, including banking, financial services, retail, manufacturing, healthcare, and more. It is one of the largest employers in the IT industry and has a vast and diverse workforce. The company places a strong...

  • Relationship Manager

    5 days ago

    New York, United States Alera Group Full time

    Job DescriptionBrio, an Alera Group company, is looking for a Relationship Manager for our Benefits team. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you!  Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate...

  • Business Development Relationship Manager

    3 weeks ago

    New York, New York, United States City National Bank Full time

    Job Summary:City National Bank is seeking a highly skilled Relationship Manager II - Healthcare to develop and manage relationships with major market corporate clients in the healthcare industry. This role will involve presenting product solutions to client needs, providing responsive service, and managing overall relationship profitability.Key...

  • Relationship Manager

    4 days ago

    New York, United States Alera Group Full time

    Brio, an Alera Group company, is looking for a Relationship Manager for our Benefits team. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you!  Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our...

  • Associate Relationship Manager

    6 days ago

    New York, United States Michael Page Full time

    The Associate will support the Corporate Banking Department by underwriting new credit proposals, managing assets post-lending, providing analytical support, responding to inquiries, and ensuring compliance with KYC/AML and other regulations. Additional responsibilities include preparing term sheets, credit memos, annual reviews, presentation reports,...

  • Relationship Manager

    4 weeks ago

    New York, United States Social Capital Resources Full time

    Top-Tier Bank in Midtown, Manhattan is seeking a VP - Relationship Manager for their Corporate Banking - TMT space!Responsibilities:Responsible for promotion banking products and services to corporate companies in Technology, Media, Telecom and Consumer sectors.Qualifications:Bachelor's Degree5+ years experience in corporate banking, specifically covering...

  • Relationship Manager

    2 weeks ago

    New York, United States Social Capital Resources Full time

    Top-Tier Bank in Midtown, Manhattan is seeking a VP - Relationship Manager for their Corporate Banking - TMT space!Responsibilities:Responsible for promotion banking products and services to corporate companies in Technology, Media, Telecom and Consumer sectors.Qualifications:Bachelor's DegreeBilingual Proficiency (Chinese & English)5+ years experience in...

  • Healthcare Industry Relationship Manager

    1 month ago

    New York, New York, United States GLG Full time

    Job SummaryWe are seeking a highly skilled and experienced professional to join our team as a Healthcare Industry Relationship Manager. In this role, you will be responsible for building and maintaining relationships with key opinion leaders, physicians, and executives in the Healthcare and Life Sciences space.Key ResponsibilitiesDevelop and execute a...

  • Director, Origination

    6 months ago

    New York, United States Raisin Full time

    About Raisin US Raisin US Inc., based in New York City, was launched in 2019 to bring the Raisin value proposition to the United States. Our team is composed of passionate individuals striving to break down barriers to savings and investments for our customers and bank partners. We are a "startup within a startup" - we belong to the Raisin family with...

  • Director, Origination

    6 months ago

    New York, United States Raisin Full time

    About Raisin US Raisin US Inc., based in New York City, was launched in 2019 to bring the Raisin value proposition to the United States. Our team is composed of passionate individuals striving to break down barriers to savings and investments for our customers and bank partners. We are a "startup within a startup" - we belong to the Raisin family with...

  • Director, Senior Client Relationship Manager

    3 weeks ago

    New York, United States eFinancialCareers Full time

    Summary: The Director, Senior Client Relationship Manager within the Global Institutional Relationship Management team serves as a focal point for a group of institutional clients and takes an initiative-taking and innovative approach to providing outstanding service, problem solving and identifying cross-selling opportunities that will expand and deepen...

  • Director, Senior Client Relationship Manager

    4 weeks ago

    New York, United States eFinancialCareers Full time

    Summary: The Director, Senior Client Relationship Manager within the Global Institutional Relationship Management team serves as a focal point for a group of institutional clients and takes an initiative-taking and innovative approach to providing outstanding service, problem solving and identifying cross-selling opportunities that will expand and deepen...

  • Deposit Relationship Manager

    1 month ago

    new york city, United States East West Bank Full time

    Initiate and develop new deposit and commercial lending relationships and close sales of deposit services and loans in Commercial Lending. Actively partner with RM's and other EWB sales professionals in the Commercial Banking, Private Banking and Middle Market segments to acquire, expand and retain targeted customer relationships. Responsible for achieving...

  • Deposit Relationship Manager

    2 months ago

    new york city, United States East West Bank Full time

    Initiate and develop new deposit and commercial lending relationships and close sales of deposit services and loans in Commercial Lending. Actively partner with RM's and other EWB sales professionals in the Commercial Banking, Private Banking and Middle Market segments to acquire, expand and retain targeted customer relationships. Responsible for achieving...

  • Senior Relationship Manager- NYC

    1 month ago

    New York, New York, United States TD Bank, N.A. Full time

    Job SummaryThe Senior Relationship Manager- NYC will serve as a trusted advisor to TD Bank's commercial banking customers, providing customized solutions to meet their financial needs. This role requires a deep understanding of commercial industry trends, business development techniques, and credit decisions.Key ResponsibilitiesDevelop and manage commercial...

  • Commercial Banking Senior Relationship Manager

    6 days ago

    New York, United States Flagstar Bank Full time

    Responsible for new business development and relationship management of Corporate relationships with clients generally generating revenues greater than $500MM. With the primary objective of generating new client relationships, it is essential to leverage a combination of direct calling on existing and new relationships to drive deal flow. Once a new...