Strategic Engagement Team Relationship Manager
At a glance
Mid-level Account Management role at Ceritypartners. Louisville · full-time · $90,000–$110,000 base.
Growth Roles summary, based on the employer's posting.
What you'll do
- Manage workplace financial programs from prospecting and sale through implementation and ongoing service
- Build project plans, track milestones, and coordinate Marketing, Advisor Teams, Compliance, and other groups
- Create program materials such as email campaigns, newsletters, flyers, invitations, presentations, and education content
- Run recurring internal and external meetings, sharing updates and ideas that support program growth
- Review engagement trends and KPIs, then present recommendations to improve programs for corporate partners
What you bring
- A bachelor's degree, preferably in business, project management, marketing, communications, or a related area
- At least seven years in account management, sales, or marketing
- Strong client communication, presentation, writing, networking, and relationship-management abilities
- Working knowledge of Microsoft Office, CRM systems, Salesforce, Asana, and Canva
Who this fits
This role suits an experienced account management, sales, or marketing professional who can manage corporate relationships and coordinate complex projects. You'll work in a hybrid Louisville position, travel about five percent of the time, and attend some evening events. Applicants must be authorized to work for any employer in the U.S.
From the employer
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.
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