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:

Bachelor's 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:

$90,000 - $110,000

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 careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.