HealthEquity, Inc.

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Retirement Relationship Manager

Retirement Relationship Manager

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We are BUILDING HEALTH SAVINGS. Come be part of remarkable.


How you can make a difference

We are looking for a self-starting professional to join the new HealthEquity Retirement team, which adds a 401(k) plan offering to the HealthEquity suite of products. The combination of the 401(k) and HSA provides more effective and tax-efficient retirement planning strategies for consumers. We provide a solution for employers to offer a 401(k) plan that costs less and reduces work while providing a remarkable client experience.


Partners are key to the success of HealthEquity Retirement because most of our 401(k) plans are sold through health brokers and financial advisors. A relationship manager is an integral part of the organization and a positive force for promoting loyalty and driving growth.


What you will be doing

The Relationship Manager is responsible for most day-to-day activities involved with the implementation and maintenance of partner relationships. In your role, you will:

  • Proactively oversee and liaise with partners like financial advisors and health brokers
  • Serve as primary contact for all partner issues and opportunities
  • Build partner loyalty by delivering first-class service by phone, email, and in person
  • Manage new partner implementations and develop strong relationships
  • Collaborate with internal teams and external service providers for issue resolution
  • Facilitate the sales, sales support, and service of clients related to partners
  • Prepare and coordinate partner communications including reports and updates
  • Introduce new products and service enhancements to partners and their clients
  • Provide partners with marketing collateral and campaigns to better penetrate their market
  • Assist partners in identifying and developing new prospecting opportunities
  • Respond to feedback from partners to enhance the employer and participant experiences
  • Provide enrollment or consulting support via webinar, or in person when possible
  • Serve as a backup resource for service managers, partner sales, and sales support

What you will need to be successful

The ideal candidate for the Relationship Manager role will have:

  • Bachelor’s degree in relevant major or equivalent work experience
  • 3+ years of experience in servicing or selling 401(k), HSA, or other employer benefits
  • Track record of maintaining accounts or relationships through exceptional service
  • Microsoft Office experience including Outlook, Word, Excel and PowerPoint
  • Ability to efficiently manage several tasks and competing priorities
  • Advanced interpersonal communication skills and ability to communicate effectively
  • Attention to detail and ability to follow processes
  • Developed level of financial literacy including markets, investments, and products
  • Strong focus on relationships and customer service
  • Initiative and drive to develop internal and external partner and distributor relationships.


Why work for HealthEquity

HealthEquity has a vision to save healthcare. We are passionate about providing a solution that allows American families to build savings for life. Through our innovative technology and superior service delivery, our members gain valuable insights to better save their healthcare and retirement dollars.


We firmly believe that our team members drive the success of this company. We hire passionate contributors who enjoy the thrill of pioneering their positions to their full potential. Join us and discover a work experience where the person is valued more than the position, and where are our purple culture drives a remarkable experience.


Our advice to you

HealthEquity is fiercely focused on hiring passionate individuals to contribute to our purple culture. If you speak passion, excellence, service, ambition, fun… we want to speak with you! We believe that your personality is as important as your experience and qualifications so when we do have the opportunity to speak together, be authentic, be genuine, be you! Showcase your experience and your passion.


HealthEquity, Inc. is a proud promoter of equal opportunities for training, compensation, transfer, promotion, and other aspects of employment for all qualified applicants and employees. HealthEquity, Inc. supports Equal Employment Opportunities without regard to sex, race, color, religion, national origin, age, disability, sexual orientation or veteran status when hiring – under federal, state and local laws.