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. Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well-being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients. We truly care about what we do. Introduce yourself to our Talent Acquisition Team and we'll be in touch if there's a role that seems like a good match for your skill set. Cerity Partners is one of the nation’s leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house specialists of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing financial advice & oversight. At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don’t just look for short-term gains, we seek long-term growth. We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $190 billion in assets under management for our clients. We are routinely recognized as a Top RIA Firm by Barron’s Advisor, Newsweek, USA Today, and more. The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of specialists who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs.