The Senior Relationship Manager Mid-Market acts as a strategic partner, managing a portfolio of 20 to 30 complex retirement plans to ensure retention and profitability, while serving as the primary point of contact for seamless service delivery and client satisfaction. This role involves cultivating deep relationships, acting as a trusted advisor on plan design and industry trends, leading reviews, and collaborating with sales and service teams to drive business growth and resolve complex client issues.

The role involves maintaining strong client and advisor relationships with a high retention rate while managing a caseload of more complex 401(k) plans. Responsibilities also include performing escalated work product reviews for team members and exemplifying superior client service through consultation on plan operation and design.

The Territory Sales Manager will drive sales performance, accelerate market expansion, and build brand presence by executing strategies to grow the retail footprint across Washington, Oregon, Idaho, Montana, and Alaska. Key duties include strengthening retailer relationships, identifying new business opportunities, optimizing sales channels, and acting as a brand ambassador.

The Clinical Account Manager will manage territory accounts by building relationships with physicians, allied healthcare professionals, and business stakeholders while maintaining a deep understanding of the territory's dynamics, trends, and competitive landscape. Responsibilities include creating and executing comprehensive territory plans, delivering branded sales messages, achieving sales targets, and ensuring strategic alignment with internal stakeholders.