Internal Client Relationship Manager-Retirement

Overview

This role is responsible for new business implementation, asset retention, asset growth, and client satisfaction across an assigned book of business.

Responsibilities

• Maintain and strengthen relationships with key clients, distribution partners, and third-party administrators (TPAs).
• Develop business plans that identify key clients and outline action steps to effectively manage those relationships.
• Consult with clients and brokers on investment topics, including performance, diversification, investment style, and suitability.
• Partner with plan sponsors to design participant education campaigns focused on increasing participation and contribution rates.
• Support sales representatives with presentations and serve as a subject matter expert on topics such as the service model, installation process, ongoing service, and procedures.
• Introduce and support new product and service initiatives.

Requirements

• Minimum of 4 years of experience in the financial services industry, or 2 years of experience within the defined contribution marketplace.
• FINRA Series 6 or 7 and Series 63 required within 90 days.
• State insurance license.
• Strong analytical, organizational, and time management skills.
• Ability to travel frequently.
• High School Diploma or GED required; bachelor’s degree preferred.

Preferred Qualifications

• Additional experience supporting client relationships, defined contribution plans, or retirement plan services.

Compensation & Benefits

• Annual base salary range: $77,580 - $96,980 USD.
• Incentive opportunities may be available in addition to base salary (annual cash incentives, sales incentives, and/or long-term incentives) based on role and achievement of annual performance objectives.
• Compensation may vary based on geographic location, work experience, education, licensure requirements, and/or skill level; final offer will be determined at time of offer.
• Salaries for part-time roles will be prorated based on the agreed upon number of hours to be regularly worked.

Benefits include:

• Health, dental, vision, and life insurance plans.
• 401(k) Savings plan with generous company matching contributions (up to 6%).
• Employer paid cash balance retirement plan (4%).
• Tuition reimbursement up to $5,250/year.
• Paid time off: 20 days paid time off, nine paid company holidays, and a flexible Diversity Celebration Day.
• Paid volunteer time: 40 hours per calendar year.

Location

Salary information is solely for candidates hired to perform work within one of the location(s) listed in the posting.