Are you passionate about helping clients navigate the complexities of retirement planning? Join our team as a Retirement Plan Relationship Manager, where you'll play a crucial role in managing and growing client relationships. This position offers a dynamic work environment, opportunities for professional growth, and the chance to make a meaningful impact on clients' financial futures.
Why This Role Stands Out
Client-Centric Focus: Serve as the primary point of contact for assigned retirement plan clients, building and maintaining strong, trusting relationships through regular communication and proactive outreach.
Expert Guidance: Provide expert fiduciary support on plan design, compliance, investment options, and participant education.
Collaborative Environment: Work with a dedicated team internally and collaborate with client service providers to ensure client needs are met effectively.
Professional Development: Conduct training sessions and workshops, keeping clients informed of industry trends and regulatory changes.
Comprehensive Benefits: Enjoy a competitive salary, health insurance, retirement savings plan, paid time off, and opportunities for continued professional development.
Impactful Work: Contribute to clients' financial well-being and satisfaction, playing a crucial role in their retirement planning.
Your Impact in This Role
Client Relationship Management: Build and maintain strong, trusting relationships with clients, understanding their needs and providing tailored solutions.
Consultative Support: Offer expert guidance on various retirement plan topics, conducting regular plan reviews and consultations.
Account Management: Monitor client accounts, proactively addressing any issues, and assist with the onboarding of new clients.
Education and Training: Conduct training sessions for clients, educating them on retirement plan features, regulations, and best practices.
Retention and Growth: Develop strategies to retain existing clients, enhance satisfaction, and identify opportunities for additional planning, consulting, or wealth management needs.
What You Bring to The Table
4-year degree in finance, business administration, or a related field.
Minimum of 5 years’ experience in the retirement plan industry with a strong client-centric approach.
Strong understanding of retirement plan products, regulations, and industry trends.
Excellent communication skills, both verbal and written, with the ability to articulate complex concepts clearly.
Proven track record of building and maintaining strong client relationships.
Ability to work independently, prioritize tasks, and manage multiple projects.
Possession of appropriate FINRA licenses (e.g., Series 63 and 65 or Series 66).
Relevant industry certifications (e.g., AIF, CPFA) are a plus.
Ready to make a difference in clients' financial futures while advancing your career in a supportive environment? Apply now to join our team as a Retirement Plan Relationship Manager!
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance
Industries
Staffing and Recruiting
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