Relationship Manager, ForUsAll
Retirement plan management
Job no longer available
Retirement plan management
21-100 employees
Job no longer available
21-100 employees
Company mission
To help every American build a brighter financial future.
Role
Who you are
- Bachelor's degree401(k)-specific experience highly desired
- Series 65 license would be helpful but not initially required
- Willing to obtain the Series 65 certification upon being hired - associated costs will be covered by ForUsAll
- Clear and concise verbal communication ability
- Passionate about delivering an exceptional client experience
- Deep desire to learn and grow as a professional
- Ability to stay calm, consistent, and reliable in a high intensity environment
What the job involves
- As a Relationship Manager, you’ll be responsible for turning our current clients into raving fans. You'll own the ongoing relationship with our clients and be the primary point person for all client contact
- That means you'll be responsible for working with the client, the operations team, and the rest of the client services team to deliver above-and-beyond service from the moment a plan goes live on our platform
- You'll also serve as the voice of the client to our product and engineering team and help drive forward new initiatives and features to improve the client experience going forward. In short, you’ll be a co-creator of the client-facing side of ForUsAll
- Demonstrate tenacious ownership by taking responsibility for client requests, suggestions, and issues, bridging internal teams, partners, and clients
- Cultivate a culture of system thinking by pinpointing root causes, documenting processes, and collaborating with cross-functional teams to develop scalable solutions
- Show initiative - an idea is just a thought, an idea + ownership + execution = rapid career development
- Maintain the same positive attitude on Mondays that you have on Fridays. Positivity is contagious!
- Listen and learn from every other contributor and department - we are a series B startup, which means you will have huge visibility into the inner workings of ForUsAll
- Above all - harbor a desire to make a social impact - improving the lives of Americans from small business owners to struggling employees who simply want a more secure financial future for themselves and their families
- This role is designed to be a springboard for your career advancement here or beyond. You will need to learn, assume greater and greater responsibilities and invest heavily in your own growt
- You tell us how you want to grow - we'll provide opportunities, projects, additional training - you commit to continual learning and self-advancement
Our take
401(k)s aren't just about money. They're about ensuring quality of life. Managing them properly is critical to ensuring that they appreciate and accrue value in a desirable and timely manner. Proper management is no easy task, though.
ForUsAll is ushering in a new era of 401(k) management with their streamlined platform that gives investors greater control and peace of mind with their 401(k) management.
The company was founded by a team in the financial advising and financial technology fields, who recognized that traditional 401(k)s are often lacking in diversification as well as value representation. With ForUsAll, investors have greater access to a diversity of investment devices that include mutual funds, real estate and cryptocurrency. Investors are also free to choose value-based portfolios, such as environmentally-conscious companies.
Their streamlined investment approach that integrates mobile technology and accessibility is a prime reason it now manages over $1 billion in assets. Customers include Citigroup, Coca Cola and Target. Competitors such as TransAmerica and Human Interest offer similar platforms, with some investment options requiring slightly lower user fees. However, as ForUsAll continues to integrate alternative investment strategies and partner with crypto-oriented platforms such as Coinbase, a good prospect for future innovation in an often archaic 401(k) industry.
Steph
Company Specialist at Welcome to the Jungle
Insights
-20% employee growth in 12 months
Company
Funding (last 2 of 3 rounds)
Jan 2018
$21m
SERIES B
Jun 2016
$9.5m
SERIES A
Total funding: $33.8m
Company benefits
- Dental & vision cover
- Generous 401(k) plan
- Stock options
- Flexible paid time off
- Work from home opportunities
- Health insurance
Company HQ
China Basin, San Francisco, CA
Leadership
Cynthia Bloch
(Co-Founder & CCO)Former CFO at DWT. Graduated from Dartmouth College in Economics.
David Ramirez
(Co-Founder & Chief Investment Officer)Former Senior Portfolio Manager at Financial Engines and Financial Analyst at Sanli Pastore & Hill.
Dave Boudreau
(Co-Founder)Former Customer Experience Designer at Financial Engines and Creative Director at Creative Touch Designs. BS in Communications Design from Fitchburg State University.
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