Senior Relationship Manager Mid Market

We need to output HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. Must not repeat job title as heading. Must not include Job ID etc. Remove boilerplate: EEO, equal opportunity, scam warning, application instructions, etc. Also remove duplicated lines. Must preserve all substantive info. We need to parse the posting. Let's extract sections: - Vision/intro paragraph: "Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself." That could be "About the role" or maybe "About the company". The instruction says use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can put an "About the role" heading and include that intro. - Then description of role: "The Empower Sr Relationship Manager Mid-Market serves as a strategic partner to our clients, delivering solutions that drive business goals related to retention, growth, and retirement readiness. This role specializes in managing relationships with plan sponsors, advisors, and third-party administrators within either the Mid-Market, Tax Exempt or Taft-Hartley market segments. Focus is typically on managing 20 to 30 plans, each with assets between $50 million and $200 million. Individuals with a reactive/virtual book of business are usually assigned more plans. As the primary point of contact for assigned client relationships, the Sr Relationship Manager Mid-Market is responsible for ensuring seamless service delivery, enhancing client satisfaction, mitigating risk, and driving client retention. This role may also collaborate with plan intermediaries and third-party advisors (TPAs) to support plan sponsors in achieving their objectives." That could be part of About the role or Responsibilities. We'll decide. - Then "Essential Functions" list: many bullet points. Those are responsibilities/duties. So we can put a Responsibilities section with

• for each bullet. - Then "Additional Qualifications" list: bullet points. Those are qualifications/requirements. Could be Requirements or Qualifications. We'll separate: maybe Requirements = mandatory qualifications (education, experience, licenses). Skills = skills/competencies. Qualifications maybe overlapping. But we need to follow instruction: Use sections only when posting has real specific content. We can have multiple sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide what goes where. Let's extract: Additional Qualifications bullet list: - Bachelor’s degree in business or related discipline or equivalent experience - 5+ years financial services including building strategic relationships. - FINRA 6 and 63 registration required within corporate-established timelines. - FINRA fingerprinting required. - Life Insurance License required - Proven experience managing client relationships in financial services, retirement plans, or a related industry. - Strong understanding of plan design, investment management, and fiduciary governance. - Excellent negotiation, presentation, and communication skills. - Ability to navigate organizational structures and influence decision-making. - Strong business acumen, including financial and risk management expertise. - Ability to travel 5-20% as needed based on territory and client book of business being proactive/in person vs reactive/virtual which requires minimal travel. These are a mix of requirements (education, experience, licenses) and skills (negotiation, presentation, communication, business acumen, ability to navigate structures). We can split: Requirements = education, years experience, licenses, registrations. Skills = negotiation, presentation, communication, business acumen, ability to navigate structures, understanding of plan design, etc. Qualifications maybe overlapping; but we can decide to have Requirements and Skills sections, and maybe Qualifications not needed. However instruction says we can include Qualifications if there is real specific content. We could treat "Additional Qualifications" as Qualifications section. But then we also need Skills. Could combine. Better: Use "Requirements" for mandatory prerequisites (degree, years experience, FINRA, fingerprint, Life Insurance license). Use "Skills" for abilities and knowledge (negotiation, presentation, communication, business acumen, plan design understanding, ability to navigate structures, travel). Use "Qualifications" maybe not needed; but we could also put "Qualifications" for the proven experience managing client relationships etc. However that overlaps with requirements. To avoid thin sections, we can combine into Requirements and Skills only, and maybe not include Qualifications. But instruction says we can include sections only when posting has real specific content; we can omit Qualifications if we think it's not needed. However the posting includes "Additional Qualifications" heading; we could treat that as Qualifications section. Then we need Skills separate? Could treat the bullet list as Qualifications, and then derive Skills from within that list? Might be duplication. Let's see if there is a separate "Skills" section elsewhere: Not explicitly. So we could put all those bullet points under Qualifications. Then we might not need Skills. But we need to follow the instruction: "Prefer a few substantive sections over many thin ones." So maybe we combine into Requirements (education, experience, licenses) and Qualifications (skills, knowledge, abilities). That seems reasonable. Now Benefits: The posting has "What We Offer You" list: medical, dental, vision and life insurance; retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup; tuition reimbursement up to $5,250/year; business-casual environment that includes the option to wear jeans; generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year; paid volunteer time — 16 hours per calendar year; leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA); Business Resource Groups (BRGs) – ...; Base Salary Range $105,700.00 - $149,275.00; also mention bonus program. Thus we have Benefits (medical, dental, vision, life insurance, retirement savings, tuition reimbursement, business-casual, PTO, volunteer time, leave of absence, BRGs). Pay: Base Salary Range and bonus info. Schedule: Not explicitly mentioned; there is travel ability 5-20% but not schedule. No explicit schedule like full-time, part-time, shift. So we should not create a Schedule section because no specific content. The instruction: never create Pay/Schedule/Benefits sections unless the posting actually states them. So we can include Pay and Benefits, but not Schedule. Now we need to include About the role section: combine vision/intro and role description. Responsibilities: essential functions bullet list. Requirements: education, years experience, FINRA registrations, fingerprint, life insurance license. Qualifications: proven experience managing client relationships, strong understanding of plan design, investment management, fiduciary governance, excellent negotiation, presentation, communication skills, ability to navigate organizational structures and influence decision-making, strong business acumen including financial and risk management expertise, ability to travel 5-20% as needed. We could also include "Ability to travel 5-20%" under Qualifications. Now we need to ensure we preserve all substantive information. Let's extract each piece. First, About the role: Paragraphs: "Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself." Then role description: "The Empower Sr Relationship Manager Mid-Market serves as a strategic partner to our clients, delivering solutions that drive business goals related to retention, growth, and retirement readiness. This role specializes in managing relationships with plan sponsors, advisors, and third-party administrators within either the Mid-Market, Tax Exempt or Taft-Hartley market segments. Focus is typically on managing 20 to 30 plans, each with assets between $50 million and $200 million. Individuals with a reactive/virtual book of business are usually assigned more plans. As the primary point of contact for assigned client relationships, the Sr Relationship Manager Mid-Market is responsible for ensuring seamless service delivery, enhancing client satisfaction, mitigating risk, and driving client retention. This role may also collaborate with plan intermediaries and third-party advisors (TPAs) to support plan sponsors in achieving their objectives." We'll combine these into About the role. Now Responsibilities: Essential Functions bullet list. Let's extract each bullet: - Manage a portfolio of mid-size complex retirement plans, typically 20 to 30 plans, ensuring long-term retention and profitability. The number of plans may be higher for roles designated as a Virtual Mid-Market Relationship Manager, depending on the structure of the client book of business. - Cultivate and deepen relationships with plan sponsors, advisors, and internal stakeholders to drive business growth. - Act as a trusted advisor by delivering strategic insights on plan design, investments, retirement readiness, and industry trends. - Lead periodic plan reviews, including participant education planning and regulatory updates. - Represent the participant communications strategy, integrating it into annual client plans. - Partner with sales teams to expand advisor relationships, develop new business, and grow existing accounts. - Work with client service teams to design and implement business planning deliverables. - Participate in new business finals presentations and site visits, building rapport and managing client expectations. - Identify and implement solutions that enhance overall satisfaction while maintaining the financial viability of client relationships. - Serve as the primary escalation point for complex client issues, ensuring swift and effective resolution. - Collaborate across internal teams to provide tailored, high-value solutions for clients. - Navigate organizational governance structures to advocate for client needs and business objectives. - Stay informed on market trends, competitive landscape, and regulatory changes. - Deliver client presentations on industry insights, plan performance, and legislative updates. - Manage client P&L, balancing revenue growth and operational efficiency. - Lead contract renewals, negotiations, and pricing strategies. - Identify opportunities to optimize plan efficiency and maximize revenue potential. We need to ensure we keep all. Now Requirements: bullet list from Additional Qualifications that are mandatory prerequisites: - Bachelor’s degree in business or related discipline or equivalent experience - 5+ years financial services including building strategic relationships. - FINRA 6 and 63 registration required within corporate-established timelines. - FINRA fingerprinting required. - Life Insurance License required Also maybe "Proven experience managing client relationships in financial services, retirement plans, or a related industry." could be requirement but we placed in Qualifications. We'll keep it there. Now Qualifications: remaining bullet points: - Proven experience managing client relationships in financial services, retirement plans, or a related industry. - Strong understanding of plan design, investment management, and fiduciary governance. - Excellent negotiation, presentation, and communication skills. - Ability to navigate organizational structures and influence decision-making. - Strong business acumen, including financial and risk management expertise. - Ability to travel 5-20% as needed based on territory and client book of business being proactive/in person vs reactive/virtual which requires minimal travel. We could also include "Ability to travel 5-20%" as part of Qualifications. Now Benefits: list from What We Offer You: - Medical, dental, vision and life insurance