Retirement Plan Client Relationship Manager - Remote - Military veterans preferred

Did you know that Zions Bancorporation is one of the nation's premier financial services companies with total assets exceeding $70 billion? With local management teams at the helm in 11 western states, Zions is dedicated to making a difference in their local communities. At Zions, we haven't forgotten who keeps us in business, meaning we're committed to the success of our customers, and our employees. Here, the possibilities are endless - come for a job, stay for a career. We are looking for a fully remote

Retirement Plan Client Relationship Manager . Essential Functions: Responsible for servicing and expanding existing retirement accounts by managing relationships with current clients using Qualified Retirement Plans, (i.e.; profit sharing, 401(k), defined benefit and nonqualified plans). Acts a liaison between client and service provider to answer inquires, analyze issues and resolve problems to keep clients satisfied. Responsible for implementing new plans onto selected vendor's platform. Provides overall leadership in conversions, implementation and on-gong servicing of all 401(k), profit sharing and defined benefit plans. Holds meetings with clients as needed to explore needs and provide solutions. Produces sales leads or add products which clients currently utilize. Coordinates client meetings with other specialist on team. Other duties as assigned. Qualifications: Requires a Bachelor's degree in business, finance or a related field and some experience with retirement plans, plan design and implementation, employee education and communication or other directly related experience. A combination of education and experience may meet requirements. Series 7 or 6, 63, 65 and General Lines Insurance Agents License required. Basic knowledge of retirement plans, plan design and implementation, 401-K plans, IRS and DOL regulations. Basic knowledge of fiduciary risk management, compliance, employee education and communication and investment strategies for retirement plan fiduciaries and their employees. Good customer service and communication skills, both verbal and written. Strong attention to detail and a high degree of accuracy. Good analytical, problem resolution, time management and organizational skills. Ability to meet deadlines. Ability to work with a variety of clients and internal departments. Working knowledge of computer software including Windows, Excel, Outlook, PowerPoint and Word. Develops resolutions to problems of limited scope. Follows standard practices and procedures. Work is closely managed. Follows specific, outlined, and detailed procedures. Contributions are usually limited to assignment related activities. Failure to accomplish results can normally be overcome without a significant effect on the organization. Contacts are primarily with direct supervisor and other exempt professionals in the group or department. Benefits: Benefits: Medical, Dental and Vision Insurance - START DAY ONE!

Life and Disability Insurance, Paid Parental Leave and Adoption Assistance

Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, 15/20 days of Paid Time Off (PTO) and 11 Paid Federal Holidays

401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience

Mental health benefits including coaching and therapy sessions

Tuition Reimbursement for qualifying employees

Employee Ambassador preferred banking products

This position can be located 100% remote within the United States or located at Amegy Tower in Houston, TX. This position is eligible to earn a base salary in the range of Level I: $49,612.50 - $72,765.00 Level II: $80,000.00 - $130,000.00 annually depending on job-related factors such as level of experience and location. Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.

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