Relationship Manager - Broker Dealers on the National Partnership Team

<div class="content-intro"><p><img src="https://hi-contentful.imgix.net/4xN7JhmwCRuz3y9M8L8CF7/5c244c52cfc982bd1a348a80dc35d43b/hi-logo-new.svg?auto=formatixlib=react-9.0.3h=40w=132q=50dpr=2" alt="hi-logo" width="132" style="max-width: 100%;"></p></div><p><strong>Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits.</strong> </p> <p>More than half of all working Americans are not saving enough for their future. Too often, it’s because they are employed by a company that doesn’t offer a retirement plan. Human Interest is changing that by making it affordable and accessible for small and medium-sized businesses to offer employees a path to financial independence through retirement savings.</p> <p>We’re a high-growth fintech company changing the retirement industry. We are backed by a number of investors. This includes funding from Marshall Wace and Baillie Gifford, as well as top investors such as <a href="https://www.globenewswire.com/news-release/2023/01/13/2588448/0/en/Human-Interest-and-BlackRock-Join-Efforts-to-Expand-Access-to-Retirement-Plans-for-Working-Americans.html#:~:text=Human%20Interest%20has%20secured%20approximately%20%24500%20million%20in%20funding%20to%20datetext=NEW%20YORK%20and%20SAN%20FRANCISCO,businesses%20across%20the%20United%20States.">BlackRock</a>, <a href="https://www.globenewswire.com/news-release/2021/08/04/2274611/0/en/The-Rise-Fund-Leads-200M-Series-D-Investment-in-Human-Interest-to-Accelerate-Growth-and-Societal-Impact.html">TPG (The Rise Fund)</a>, SoftBank, <a href="https://www.globenewswire.com/news-release/2021/02/11/2174214/0/en/Human-Interest-Completes-105M-Series-C-Following-Breakout-Year-in-2020.html">Glynn Capital</a>, NewView Capital, USVP, Wing, Uncork, and more.</p> <p><strong>About the role</strong></p> <p>The Broker-Dealer Relationship Manager is responsible for cultivating, maintaining, and managing relationships with broker-dealers, ensuring effective communication and a seamless experience for all stakeholders. The role will involve both strategic and tactical elements of broker-dealer partnerships, including managing day-to-day operations, resolving issues, and driving opportunities for business growth and operational efficiencies.</p> <p>This is a client-facing, cross-functional position requiring strong communication, problem-solving, and relationship-building skills, as well as a deep understanding of the financial markets and broker-dealer operations.</p> <p><strong>What you get to do every day</strong></p> <p>Relationship Management:</p> <ul> <ul> <li>Build, develop, and sustain strong relationships with key broker-dealer partners.</li> <li>Serve as the primary point of contact for all broker-dealer inquiries, issues, and escalations.</li> <li>Proactively engage with partners to understand their needs, address concerns, and ensure satisfaction with products and services.</li> <li>Manage the overall partnership lifecycle, from onboarding, activation through ongoing day-to-day account management.</li> </ul> </ul> <p>Business Development Growth:</p> <ul> <ul> <li>Identify opportunities for expanding existing relationships, advancing partnership opportunities in real time and increasing revenue generation.</li> <li>Collaborate with internal teams (sales, marketing, compliance, legal, and operations) to develop tailored and mutually beneficial growth solutions and business initiatives.</li> <li>Contribute to the creation and execution of strategic business development plans aimed at increasing market share and strengthening partnerships.</li> </ul> </ul> <p>Operational Support:</p> <ul> <ul> <li>Ensure smooth operational processes between the company and broker-dealers, including daily reporting, mutual customer SLA’s, advisor compensation, sponsorship/corporate events and programs, and compliance matters.</li> <li>Work closely with internal departments to monitor the performance and efficiency of broker-dealer relationship ... (truncated, view full listing at source)