Current jobs related to Senior Relationship Manager - Tampa - National Life Group

  • Senior Relationship Manager

    23 hours ago

    Tampa, FL , USA, United States National Life Group Full time

    Job Title: Senior Relationship ManagerAt National Life Group, we are seeking a highly skilled Senior Relationship Manager to join our team. As a key member of our Retirement Services division, you will play a critical role in directing the development and management of 403(b)/457 relationships with school districts and government administration, Third-party...

  • Senior Commercial Relationship Manager

    3 weeks ago

    Tampa, Florida, United States First Horizon National Corporation Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Commercial Relationship Manager to join our team at First Horizon National Corporation. As a key member of our commercial banking team, you will be responsible for developing and maintaining strong relationships with our commercial clients, identifying new business opportunities, and...

  • Senior Commercial Relationship Manager

    2 months ago

    Tampa, United States First Horizon Bank Full time

    Location: On site in Tampa, FL Summary Develops new customer prospects and business with commercial clients, with the potential to manage a portfolio of commercial clients. Makes and services a wide variety of business and individual loans to build long-term and profitable customer relationships in order to maximize portfolio revenue growth and asset...

  • Senior Commercial Relationship Manager

    2 months ago

    Tampa, United States First Horizon Bank Full time

    Location: On site in Tampa, FL Summary Develops new customer prospects and business with commercial clients, with the potential to manage a portfolio of commercial clients. Makes and services a wide variety of business and individual loans to build long-term and profitable customer relationships in order to maximize portfolio revenue growth and asset...

  • Senior Client Relationship Manager

    4 weeks ago

    Tampa, Florida, United States McGriff Insurance Services Full time

    Job Title: Senior Client Relationship ManagerKey Responsibilities:Establish and nurture robust relationships with clients and insurance carriers through effective communication strategies.Design and execute tailored client service strategies that align with their business objectives and risk management requirements.Oversee a dedicated team responsible for...

  • Senior Client Relationship Manager

    4 weeks ago

    Tampa, Florida, United States McGriff Insurance Services Full time

    Job Title: Senior Client Relationship ManagerKey Responsibilities:Establish and nurture robust relationships with clients and insurance carriers through effective communication channels.Design and execute tailored client service strategies to align with their business objectives and risk management requirements.Oversee a dedicated team responsible for...

  • Senior Relationship Manager

    2 weeks ago

    Tampa, Florida, United States Provident Bank Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Relationship Manager to join our Warehouse Lending team at Provident Bank. As a key member of our team, you will be responsible for developing and maintaining profitable relationships with our clients, providing exceptional customer service, and driving business growth.Key...

  • Senior Relationship Strategist

    19 hours ago

    Tampa, Florida, United States PNC Financial Services Group Full time

    Job DescriptionPNC Financial Services Group is seeking a highly skilled and experienced Senior Relationship Strategist to join our team. As a key member of our Private Bank organization, you will be responsible for developing and executing a relationship management plan to acquire and retain clients.ResponsibilitiesLead or support client management...

  • Senior Relationship Manager

    2 weeks ago

    Tampa, FL , USA, United States Ascensus Full time

    Job SummaryThe Senior Relationship Manager at Ascensus is responsible for managing multiple large and complex accounts, some of which span across multiple business lines. This role partners with sales teams to develop strategies for new business opportunities and actively participates in all stages of the finalist process to position Ascensus as the clients'...

  • Senior Client Relationship Manager

    4 weeks ago

    Tampa, Florida, United States Inovalon Full time

    Inovalon, established on the principle that technology and data can transform the healthcare landscape, is dedicated to enhancing both patient outcomes and economic efficiency. Our mission is to empower our clients with innovative, data-driven solutions that drive success in their endeavors, ultimately benefiting the healthcare system as a whole.Overview:...

  • Senior Commercial Relationship Manager

    2 months ago

    Downtown Tampa, Tampa, FL, United States, 33602 First Horizon Bank Full time

    Location: On site in Tampa, FL Summary Develops new customer prospects and business with commercial clients, with the potential to manage a portfolio of commercial clients. Makes and services a wide variety of business and individual loans to build long-term and profitable customer relationships in order to maximize portfolio revenue growth and asset...

  • Senior Relationship Manager

    3 weeks ago

    Tampa, FL , USA, United States National Life Group Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Relationship Manager to join our team at National Life Group. As a key member of our Retirement Services division, you will play a critical role in directing the development and management of 403(b)/457 relationships with school districts and government administration, Third-party...

  • Relationship Manager

    3 weeks ago

    Tampa, United States GHD Full time

    DescriptionThere’s no pledge more important than the one we make to look after our environment, and we’re committed to helping you do exactly that. Join us as we strive to ensure a sustainable future for our communities and the world we live in.  Become part of our global network of skilled engineers, scientists, auditors, planners and environmental...

  • Commercial Banking Relationship Manager

    1 week ago

    Tampa, Florida, United States Fifth Third Bank, N.A. Full time

    Job SummaryFifth Third Bank, N.A. is seeking a highly skilled Commercial Relationship Manager III to join our team. As a key member of our commercial banking team, you will be responsible for developing and maintaining strong relationships with our clients, identifying new business opportunities, and providing exceptional customer service.Key...

  • Senior Director of Marketing

    1 month ago

    Tampa, United States Discovery Senior Living Full time

    Job DescriptionJob Description5 years Senior Living marketing experience required. This is not a sales role.Florid based is preferred, but will consider other locations in the southeast region of US near a major aiport. About Discovery Senior LivingDiscovery Senior Living ranks prominently among the 5 largest senior housing providers in the US, and is...

  • Commercial Banking Relationship Manager

    1 week ago

    Tampa, Florida, United States Fifth Third Bank, N.A. Full time

    Job SummaryWe are seeking a highly skilled Commercial Relationship Manager IV to join our team at Fifth Third Bank, N.A. in Tampa, Florida. As a key member of our commercial banking team, you will be responsible for developing and maintaining strong relationships with our clients, identifying new business opportunities, and providing exceptional customer...

  • Commercial Banking Relationship Manager

    1 week ago

    Tampa, Florida, United States Fifth Third Full time

    About the RoleWe are seeking a highly skilled Commercial Relationship Manager IV to join our team at Fifth Third Bank. As a key member of our commercial banking team, you will be responsible for developing and maintaining strong relationships with our clients, identifying new business opportunities, and providing exceptional customer service.Key...

  • Commercial Relationship Manager

    4 weeks ago

    Tampa, United States Bank Of Tampa Full time

    Position overview This Commercial Relationship Manager role will support our Hillsborough Market. Our Commercial Relationship Managers are a critical component of our success, as they represent The Bank of Tampa’s “brand” in our Community. What sets our Bankers apart from others is the value we bring in consulting to our clients on their individual...

  • Commercial Relationship Manager

    1 month ago

    Tampa, United States Bank of Tampa Full time

    Job DescriptionJob DescriptionPosition overviewThis Commercial Relationship Manager role will support our Hillsborough Market. Our Commercial Relationship Managers are a critical component of our success, as they represent The Bank of Tampa’s “brand” in our Community. What sets our Bankers apart from others is the value we bring in consulting to our...

  • Senior Personal Banker

    3 days ago

    Tampa, Florida, United States Provident Bank Full time

    Senior Personal Banker Job DescriptionAt Provident Bank, we are seeking a highly skilled and motivated Senior Personal Banker to join our team. As a key member of our Branch sales and service environment, you will play a crucial role in building mutually beneficial and long-term customer relationships.Key Responsibilities:Sales: Meet sales referrals and...

Senior Relationship Manager

3 months ago

Tampa, United States National Life Group Full time
Senior Relationship Manager – Eastern Region

Preferred Location: Florida

The Senior Relationship Manager plays a key role at National Life Group (NLG). As a member of Retirement Services, this position is responsible for directing the development and management of 403(b)/457 relationships with school district and government administration, Third-party administrators and field associates within specific areas and regions. The Senior Relationship Manager is required to target school districts and government organizations to increase annualized annuity sales and assist in obtaining new 403(b)/457(b) plans. This position is also responsible for expanding new relationships and building new territories. This role is part of Relationship Management in the Retirement Business division of Distribution.

Key Responsibilities

  • Serves as the primary point of contact for existing National Life Group 403(b)/457(b) Employer Plans
  • Works directly with school districts and government organizations to deepen National Life’s relationship while identifying relationships with prospective plans
  • Collaborates with Regional Vice Presidents, sales representatives, senior management, and home office employees, agents and agencies to ensure exceptional participant service is delivered to policyholder.
  • Manages a region which includes overseeing full-service administration, recordkeeping, participant services, and consulting for a case load of 403(b), 457(b) and other defined contribution plans as required.
  • Develops and delivers communications and presentation strategies that successfully deliver information to the intended audience.
  • Develops and maintains strong and productive relationships with key personnel in the Qualified/Non-qualified annuity flow marketplace. Including, but not limited to, plan administrators, employers, school district management, administrative support staff and educational support organizations.
  • Works with team to develop specific marketing strategy that effectively increases market penetration by educating and branding NLG in correlation with specific demographic characteristics.
  • Provides ongoing written and oral communication to the internal and external teams to help ensure management and team have situational awareness.
  • Monitors territory and team progress towards meeting monthly, quarterly, and annual goals and inspire increased production results.
  • Identifies, understands and effectively manages critical relationships within territory.
  • Assists in new relationships with school districts with the objective on opening new access/plans to increase productivity for NLG.
Critical Skills and Experience Requirements
  • 5-10 years of experience, specifically in 403(b)/457(b), annuity, financial services or with employee benefits at a school district or municipality.
  • Prior experience as a school administrator, or 403(b)/457(b) consultant/Third Party Administrator (TPA)/Service Provider
  • Existing relationships with Third Party Administrators, senior school officials, and/or key state officials strongly considered
  • 10 plus years of experience in a client facing roles
  • Relationship management experience strongly desired
  • Bachelor's degree in related field or experience in lieu of degree
  • Series 66 or 6 & 63 preferred or willingness to obtain
  • Deep understanding of market conditions and drivers affecting retirement business
  • Detail Oriented and excellent problem solving skills.
  • Works independently; acts with independence and discretion; seeks guidance when necessary to make best business decision
  • Approach issues in order to evaluate marketing activities and to monitor emerging issues
  • Up to 75% travel
  • Ability to learn National Life Group’s products, services, systems, and processes.
  • LOMA or LIMRA certified preferred
  • Proficient in Microsoft Office Suite
  • Experience with CRM software (e.g. Salesforce)
What’s it like to work here?

At National Life, we do work that matters in a culture where people matter. Be part of a growing company, where you drive your career and have an impact every day. We believe thatgrowth isn’t just about numbers, it's about keeping promises to our customers and each other. We see ourselves as “dogooders”who contribute to our company, our cause and our communities.

What You’ll Find at National Life Group:
  • Competitive pay and outstanding health, wellness and insurance benefits
  • Lucrative401k employer match
  • Genuine opportunities for growth and career advancement
  • Over $5K in annual tuition reimbursement
  • Generous paid time off and holidays
  • 40 hours of community service hours annually
  • A culture committed to inclusion and diversity
  • Onsite fitness centers at both our Vermont and Texas locations
  • Paid family leave


The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.

Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position. National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.

National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.

National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.

National Life Group

1 National Life Dr

Montpelier, VT 05604

Social Media Policy

Site Disclosure and Privacy Policy