Responsibilities
- Develop and execute relationship management strategies for pooled plan clients.
- Serve as executive sponsor for key strategic client relationships.
- Build trusted partnerships with plan sponsors, pooled plan providers, advisors, consultants, and fiduciaries.
- Lead client retention initiatives and develop action plans to mitigate attrition risk.
- Conduct executive business reviews and strategic planning discussions with clients.
- Identify opportunities for asset growth, participant engagement, and expanded service adoption.
- Partner with sales and consultant relations teams to support new business opportunities.
- Lead, coach, and develop a team of client relationship managers while establishing performance standards.
- Monitor client satisfaction, revenue, retention, and operational performance metrics.
- Ensure adherence to regulatory requirements and partner with compliance, legal, and fiduciary teams to address issues.
- May evaluate market trends and recommend strategic initiatives to senior leadership.
- May drive process improvements to enhance efficiency, scalability, and client experience.
Qualifications
- Bachelor’s degree in business, finance, human resources, economics, or related field
- 12 years of retirement plan, financial services, wealth management, or employee benefits experience
- Seven years of client relationship management experience supporting large institutional clients
- Five years of leadership experience managing teams and complex client portfolios
- FINRA Series 6
- FINRA Series 63
- Knowledge of pooled employer plans (PEPs), multiple employer plans (MEPs), and defined contribution plans
- Strong understanding of retirement plan administration and fiduciary practices
- Proficient in Microsoft Office applications
Preferred Qualifications
- Master of Business Administration (MBA) or related graduate degree
- Industry designations such as Accredited Investment Fiduciary (AIF), Accredited Investment Fiduciary Analyst (AIFA), Certified Plan Fiduciary Advisor (CPFA), Certified Financial Planner (CFP), or Certified Employee Benefit Specialist (CEBS)
Working Conditions
- Office Environment
- Occasional Travel <10%
- Occasional travel for client meetings and industry events
The Salary for this position generally ranges between $180,000 - $220,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion