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%

Work location may be flexible if approved by the Company.

What We Offer

At Reliance Matrix, we believe that fostering an inclusive culture allows us to realize more of our potential. And we can’t do this without our most important asset—you.

That is why we offer a competitive pay package and a range of benefits to help team members thrive in their financial, physical, and mental wellbeing.  

Our Benefits:

• An annual performance bonus for all team members
• Generous 401(k) company match that is immediately vested
• A choice of three medical plans (that include prescription drug coverage) to suit your unique needs.  For High Deductible Health Plan enrollees, a company contribution to your Health Savings Account
• Multiple options for dental and vision coverage
• Company provided Life & Disability Insurance to ensure financial protection when you need it most
• Family friendly benefits including Paid Parental Leave & Adoption Assistance 
• Hybrid work arrangements for eligible roles
• Tuition Reimbursement and Continuing Professional Education
• Paid Time Off – new hires start with at least 20 days of PTO per year in addition to nine company paid holidays.  As you grow with us, your PTO may increase based on your level within the company and years of service. 
• Volunteer days, community partnerships, and Employee Assistance Program
• Ability to connect with colleagues around the country through our Employee Resource Group program

Our Values:

• Integrity
• Empowerment
• Compassion
• Collaboration
• Fun

EEO Statement

Reliance Matrix is an equal opportunity employer. We adhere to a policy of making employment decisions without regard to race, color, religion, sex, national origin, citizenship, age or disability, or any other classification or characteristic protected by federal or state law or regulation. We assure you that your opportunity for employment depends solely on your qualifications.