Corporate Brokerage Retirement Services (CBRS), a division within Retirement Business Services (RBS), provides self-directed brokerage services to recordkeepers, plan sponsors and retirement plan participants. The Relationship Manager will primarily support large recordkeeper/TPA relationships across the country in support of our Institutional PCRA product as well as other critical brokerage products.
Our Relationship Managers provide dedicated, personalized service and support to independent recordkeepers and plan sponsors. The Relationship Manager role is responsible for developing and deepening relationships with the critical decision makers within their client base. A strong focus on Strategy and the development/execution of a broad strategy to increase usage and awareness of the PCRA product will be key. This role also includes a portion of tactical daily oversight of all aspects the PCRA offer that may include resolution of client issues, coordination of internal groups for issue resolution, client presentations, sales support and acting as subject matter expert.