Relationship Manager - Financial Institutions

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Job Responsibilities and Requirements The Relationship Manager, Bank & Broker‑Dealer Annuity Distribution supports the firm's annuity business by serving as a primary relationship and execution partner to bank and broker‑dealer distributors and the internal teams that support them. This role focuses on Fixed Indexed Annuities (FIA) and MYGA products, ensuring distributor needs are met through strong operational coordination, communication, and issue resolution. The Relationship Manager works closely with internal wholesalers, hybrid wholesalers, national account managers, operations, technology, and compliance to deliver a consistent, high-quality distributor and advisor experience while enabling scalable, compliant growth within institutional distribution environments. Bank & Broker‑Dealer Relationship Support Support assigned bank and broker-dealer distributors by managing day-to-day relationship execution and follow-through Develop a strong understanding of each distributor's operating model, advisor structure, and annuity distribution requirements Serve as a reliable point of contact for distributor inquiries related to annuity processes, requirements, and support needs Support of Sales & Account Management Teams Act as an extension of internal wholesalers, hybrid wholesalers, and national account managers by managing operational and service-related aspects of distributor relationships Prepare materials, reporting, and follow-ups for distributor meetings, reviews, and planning discussions Proactively identify issues or risks that could impact advisor engagement or annuity placement and escalate as appropriate Annuity Operations & Service Coordination Coordinate with internal teams (new business, underwriting, licensing, compensation, technology, compliance) to resolve annuity-related issues Track distributor and advisor inquiries through resolution, ensuring accountability and timely communication Support initiatives to reduce NIGO, improve cycle times, and enhance placement outcomes Distributor Communication & Enablement Support communication of annuity product updates, rate changes, process enhancements, and technology updates to bank and BD partners Ensure distributors and internal sales teams are aligned on expectations, timelines, and requirements Assist with onboarding new bank or broker-dealer distributors, including coordination of contracting, setup, and readiness activities Reporting & Insights Track distributor activity, service trends, and recurring issues across assigned bank and BD relationships Provide insights and summaries to sales leadership and account management teams Use data and feedback to recommend improvements to annuity distribution processes and partner experience Cross-Functional Collaboration Serve as a liaison between bank/BD distributors and internal stakeholders to ensure partner needs are represented Participate in initiatives designed to improve institutional distributor experience, scalability, and efficiency Support special projects related to annuity distribution, technology, or operational improvement Compliance & Risk Awareness Ensure all interactions align with distributor agreements, firm policies, and regulatory requirements Partner with compliance and legal teams to address distributor-specific questions or escalations Reinforce consistent, compliant interactions with bank and broker-dealer partners Required Knowledge, Skills, Abilities and/or Related Experience Bachelor's degree or equivalent experience 3-5 years of experience in financial services, insurance, or annuity distribution support Experience working with bank and/or broker‑dealer distribution channels Strong coordination, communication, and problem‑solving skills Ability to manage multiple stakeholders and priorities in a regulated environment Experience supporting FIA and/or MYGA products, preferred Familiarity with institutional annuity workflows, including new business, underwriting, and compensation, preferred Experience partnering with internal wholesalers or national account teams, preferred CRM experience (e.g., Salesforce), preferred Ability to Travel: Up to 10% The expected hiring range for this position is $30.01 - $37.52 hourly for work performed in the primary location (Philadelphia, PA). This expected hiring range covers only base pay and excludes any other compensation components such as commissions or incentive awards. The successful candidate's starting base pay will be based on several factors including work location, job-related skills, experience, qualifications, and market conditions. These ranges may be modified in the future. Work location may be flexible if approved by the Company.

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