FBC Relationship & Program Manager
Company: PlanMember Financial Corporation
Role summary
FBC Relationship & Program Manager is a role at PlanMember Financial Corporation in San Diego, California, United States (on-site). Posted 2026-08-20. Experience level: 5-10.
- Job title
- FBC Relationship & Program Manager
- Company
- PlanMember Financial Corporation
- Location
- San Diego, California, United States
- Work arrangement
- on-site
- Category
- Retail
- Experience level
- 5-10
- Date posted
- 2026-08-20
If you have a background in financial services and enjoy building strong client relationships, this is a fantastic opportunity to manage programs that help people reach their retirement goals. It offers a great mix of strategic program oversight and hands-on partnership building, perfect for someone who thrives in a collaborative, mission-driven environment.
Job description
FBC Relationship & Program Manager
Job Code
FBC Program Manager
FLSA Status
Exempt
Dept
Sales
Reports to
VP Retail Business Development
Company Profile
Headquartered in beautiful Carpinteria, California, PlanMember is a growing financial services firm serving hundreds of thousands of clients nationwide. For more than three decades, PlanMember has provided premiere retirement and investment services to individual investors as well as employees of education, nonprofits, governmental and private sector organizations. PlanMember has been a top-ranked fee-based broker dealer since 2004 and top ten ranked for new retirement plans added and K-12 retirement plans.
With a mission of making a positive difference for our Partners, Members and Employees, PlanMember provides generous benefits and a personalized company culture that champions career growth and is looking for highly motivated individuals to join its growing team.
Location
Location Information: On-Site in a TBD San Diego PlanMember FBC office
Wage Band
Salary Range: The base salary for this position is typically between $85,000 and $120,000 annually plus material Incentive Compensation Program. Actual compensation will be determined based on the candidate’s relevant experience, qualifications, credentials/certifications, and internal equity considerations. In addition to competitive compensation, we offer a comprehensive benefits package that includes paid time off (PTO), medical, dental, vision, disability, and life insurance coverage, as well as a 401(k) plan, profit-sharing retirement program, and much more.
Job Summary
The FBC Relationship & Program Manager ( Fringe Benefit Consortium) plays a crucial role in fostering and maintaining positive relationships between the organization and its program stakeholders, including clients, partners, and internal teams. This position requires a strategic mindset, exceptional communication skills, and a commitment to ensuring client satisfaction and program success. The Program Manager is responsible for managing and enhancing the overall program experience for stakeholders and clients. Sales Interaction will be primarily with key plan stakeholders and leaders, FBC Advisors, and PlanMember Employee’s not individual Clients.
Major Duties and Responsibilities
The Program Manager shall operate the Financial Center in accordance with PLANMEMBER’s direction, co-branding requirements, and Financial Center guidelines to serve the Fringe Benefit Consortium (FBC), Southern California school districts, nonprofit organizations, for-profit companies, and other employer groups.
Coordinate the activities of other independent Financial Centers as they relate to the FBC relationship.
Manage the solicitation and enrollment of FBC school districts, nonprofit organizations, and other employer groups (as well as other mutually agreed-upon markets) to participate in the PlanMember Program and other PlanMember product offerings.
Recruit qualified FBC Advisors to join PlanMember for the purpose of promoting the PlanMember Program and other PlanMember platform offerings, and to serve FBC-affiliated school districts, nonprofit organizations, and other employer groups (as well as other mutually agreed-upon markets).
Be responsible for the supervision and servicing of recruited Advisors, including, if deemed appropriate by PLANMEMBER, acting as the Office of Supervisory Jurisdiction (OSJ) for such Advisors.
Coordinate ongoing sales, marketing, and business development activities on behalf of PlanMember.
Additional Job Duties
Stakeholder Relationship Management:
Cultivate and maintain strong relationships with program stakeholders, including clients, partners, and internal teams.
Serve as the primary point of contact for stakeholders, addressing their inquiries, concerns, and needs promptly and professionally.
Regularly assess stakeholder satisfaction and feedback to identify areas for improvement.
Program Coordination and Support:
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