Reliance Matrix
Financial Services
RelationshipManagerFinancialInstitutions
“Relationship Manager - Financial Institutions at Reliance Matrix. Skills: Relationship management, Annuity distribution, Financial institution support. Support assigned bank and broker-dealer distributors by managing day-to-day relationship execution and follow-through. Develop a understanding of each distributor’s operating model, advisor structure, and annuity distribution requirements”
What You'll Achieve.
Ensure distributor needs are met; Deliver a consistent, high-quality distributor and advisor experience; Enable scalable, compliant growth within institutional distribution environments; Resolve annuity-related issues; Ensure accountability and timely communication; Reduce NIGO; Improve cycle times; Enhance placement outcomes; Ensure distributors and internal sales teams are aligned on expectations, timelines, and requirements; Improve institutional distributor experience, scalability, and efficiency
Industry & Context.
Problem-solving
Up to 10% travel
What They're Looking For.
Must Have
3–5 years of experience in financial services, insurance, or annuity distribution support, Experience working with bank and/or broker‑dealer distribution channels, Coordination, communication, and problem‑solving skills, Ability to manage multiple stakeholders and priorities in a regulated environment
Nice to Have
Experience supporting FIA and/or MYGA products, Familiarity with institutional annuity workflows, including new business, underwriting, and compensation, Experience partnering with internal wholesalers or national account teams, CRM experience (e. g. , Salesforce)
What You'll Do.
Support assigned bank and broker-dealer distributors by managing day-to-day relationship execution and follow-through
Develop a understanding of each distributor’s operating model
and annuity distribution requirements
Serve as a reliable point of contact for distributor inquiries related to annuity processes
Act as an extension of internal wholesalers
and national account managers by managing operational and service-related aspects of distributor relationships
and follow-ups for distributor meetings
and planning discussions
Proactively identify issues or risks that could impact advisor engagement or annuity placement and escalate as appropriate
Coordinate with internal teams (new business
compliance) to resolve annuity-related issues
Track distributor and advisor inquiries through resolution
ensuring accountability and timely communication
Support initiatives to reduce NIGO
and enhance placement outcomes
Support communication of annuity product updates
and technology updates to bank and BD partners
Ensure distributors and internal sales teams are aligned on expectations
Assist with onboarding new bank or broker-dealer distributors
including coordination of contracting
and readiness activities
Track distributor activity
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
Serve as a liaison between bankD distributors and internal stakeholders to ensure partner needs are represented
Participate in initiatives designed to improve institutional distributor experience
Support special projects related to annuity distribution
or operational improvement
Ensure all interactions align with distributor agreements
and regulatory requirements
Partner with compliance and legal teams to address distributor-specific questions or escalations
compliant interactions with bank and broker-dealer partners
How You'll Work.
Team & Collaboration
Works closely with internal wholesalers, hybrid wholesalers, national account managers, operations, technology, and compliance; Coordinate with internal teams (new business, underwriting, licensing, compensation, technology, compliance) to resolve annuity-related issues; Serve as a liaison between bankD distributors and internal stakeholders to ensure partner needs are represented; Partner with compliance and legal teams to address distributor-specific questions or escalations
Communication Scope
Coordination; Communication
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