Senior Relationship Manager

16 hours ago

Tampa FL USA, United States National Life Group Full time
Job Title: Senior Relationship Manager

At 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 administrators, and field associates within specific areas and regions.

Key Responsibilities:
  • Serve as the primary point of contact for existing National Life Group 403(b)/457(b) Employer Plans, providing exceptional service and support to policyholders.
  • Develop and deepen relationships with school districts and government organizations to increase annualized annuity sales and assist in obtaining new 403(b)/457(b) plans.
  • Collaborate with cross-functional teams, including Regional Vice Presidents, sales representatives, senior management, and home office employees, agents, and agencies to ensure seamless participant service delivery.
  • Manage a region by overseeing full-service administration, recordkeeping, participant services, and consulting for a case load of 403(b), 457(b), and other defined contribution plans.
  • Develop and deliver communications and presentation strategies to successfully deliver information to the intended audience.
  • Maintain strong relationships with key personnel in the Qualified/Non-qualified annuity flow marketplace, including plan administrators, employers, school district management, administrative support staff, and educational support organizations.
  • Work with the team to develop specific marketing strategies that effectively increase market penetration by educating and branding NLG in correlation with specific demographic characteristics.
  • Provide ongoing communication to internal and external teams to ensure situational awareness and management.
  • Monitor territory and team progress towards meeting monthly, quarterly, and annual goals, inspiring increased production results.
  • Identify and manage critical relationships within the territory.
  • Assist in new relationships with school districts to open new access/plans and increase productivity for NLG.
Critical Skills and Experience Requirements:
  • 5-10 years of experience in 403(b)/457(b), annuity, financial services, or 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 are strongly considered.
  • 10+ years of experience in client-facing roles.
  • Relationship management experience is strongly desired.
  • Bachelor's degree in a 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.
  • Ability to work independently and act with discretion.
  • Proficient in Microsoft Office Suite and experience with CRM software (e.g., Salesforce).

  • 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 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...

  • Senior HOA Relationship Manager

    1 week ago

    Miami, FL , USA, United States City National Bank Full time

    Job Title: Senior HOA Relationship ManagerAt City National Bank, we are seeking a highly skilled Senior HOA Relationship Manager to join our team. As a key member of our Commercial Banking division, you will be responsible for developing and maintaining strong relationships with Homeowners Association (HOA) clients in the Florida market.Key...

  • Senior HOA Relationship Manager

    10 hours ago

    Miami, FL , USA, United States City National Bank Full time

    Job Title: Senior HOA Relationship ManagerAt City National Bank, we are seeking a highly skilled Senior HOA Relationship Manager to join our team. As a key member of our Commercial Banking group, you will be responsible for developing and maintaining relationships with Homeowners Association (HOA) clients, identifying new business opportunities, and...

  • Senior HOA Relationship Manager

    1 week ago

    Miami, FL , USA, United States City National Bank Full time

    Job Title: Senior HOA Relationship ManagerAt City National Bank, we are seeking a highly skilled Senior HOA Relationship Manager to join our team. As a key member of our Commercial Banking group, you will be responsible for developing and maintaining strong relationships with Homeowners Association (HOA) clients in the Florida market.Key...

  • Senior Relationship Manager

    2 weeks ago

    Miami, FL , USA, United States HSBC Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Relationship Manager to join our Private Banking team at HSBC. As a key member of our team, you will be responsible for acquiring, maintaining, and growing profitable long-term relationships with High Net Worth individuals and families.Key ResponsibilitiesClient Relationship Management:...

  • Senior Relationship Manager

    5 days ago

    Miami, FL , USA, United States City National Bank Full time

    Job Title: Senior Relationship Manager - Treasury ServicesCity National Bank is seeking a highly skilled Senior Relationship Manager to join our Treasury Services team. As a key member of our team, you will be responsible for developing and managing relationships with clients in the Escrow, Title, Homeowner Association Property Management, Commercial...

  • 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...

  • Audit Relationship Manager

    2 weeks ago

    Tampa, FL , USA, United States MUFG Full time

    About the RoleWe are seeking an experienced Audit Relationship Manager to join our team at MUFG. As a key member of our Internal Audit department, you will be responsible for providing audit coverage of model risk management activities of First and Second Lines of defense.Key ResponsibilitiesAssess the state of the governance, risk management, and control...

  • Senior Relationship Manager

    2 weeks ago

    Miami, FL , USA, United States City National Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Relationship Manager - Business Banking to join our team at City National Bank. As a key member of our Commercial Banking team, you will be responsible for developing and managing relationships with business banking clients in the assigned business segment and/or geographic areas.Key...

  • 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

    Long Beach, CA, USA, United States City National Bank Full time

    {"title": "Senior Relationship Manager", "content": "Job SummaryWe are seeking a highly skilled Senior Relationship Manager to join our team at City National Bank. As a Senior Relationship Manager, you will be responsible for developing and managing relationships with commercial clients in assigned business segments and geographic areas.Key...

  • Senior Relationship Manager

    6 days ago

    Miami, FL , USA, United States Ocean Bank Full time

    Job SummaryThe VP, Relationship Manager in the Private Client Services Department at Ocean Bank is responsible for developing and maintaining high-value relationships with personal and commercial clients. This role requires a strong understanding of commercial banking and private banking relationships, as well as excellent communication and interpersonal...

  • Senior Relationship Manager

    1 week ago

    Miami, FL , USA, United States Bank of America Full time

    Job Title: Senior Relationship Manager - Global Commercial BankingJob Summary:We are seeking a highly skilled Senior Relationship Manager to join our Global Commercial Banking team. As a key member of our team, you will be responsible for providing exceptional client service and building strong relationships with our clients.Key Responsibilities:Manage a...

  • Senior Relationship Manager

    3 days ago

    Madison, WI , USA, United States Wintrust Financial Full time

    {"Job Title: Senior Relationship Manager, Market President Job Summary: We are seeking a highly skilled Senior Relationship Manager, Market President to join our team at Wintrust Financial. As a key member of our commercial banking team, you will be responsible for managing and growing a portfolio of commercial banking customers, expanding existing customer...

  • 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 days ago

    Pittsburgh, PA , USA, United States Bank of America Full time

    Job Title: Senior Relationship ManagerWe are seeking a highly skilled Senior Relationship Manager to join our team at Bank of America. As a key member of our Commercial Banking group, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and delivering tailored financial solutions...