Senior Client Relationship Manager

Role Summary

Oversees assigned complex client relationships, ensuring satisfaction, a swift response to client needs, efficient problem resolution, contract and operational compliance, and risk mitigation. Identifies account growth opportunities based on client goals that may cross multiple business unit services/offerings and reviews with clients to ensure their needs are met. Responsible for relationships that are typically moderately sized and may span multiple products/services. Provides guidance to less experienced professionals and may provide secondary support on a large or key relationship under the guidance of functional managers.

Responsibilities

• Becoming a trusted resource for retirement plan advisors who are critical to the success of RPS.
• Consulting on investment vehicles, participant services and plan design solutions that will enhance AUM retention and expansion.
• Understanding advisor needs, business model and point of view while helping them manage their retirement plan clients.
• Consulting on legislative and regulatory developments, reviewing investment options, and monitoring of plan related fees. 
• Supporting RPS Sales in the acquisition of new business relationships.

Qualifications 

Required: 

• Bachelor's degree or the equivalent combination of education and relevant experience AND 5+ years of total relevant work experience 
• Series 6 and 63 licenses 

Preferred:

• 5+ years of retirement industry experience working with plan advisors.
• Ability to develop, articulate and implement strategies to optimize advisor relationships based on knowledge of their business model and practices.
• Ability to work effectively as a member of a team. 
• Ability to use analytical tools and industry publications to gather information.
• Exceptional client service, communication, and consulting skills.

FINRA Requirements

FINRA licenses are required and will be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to two days per week from home. May consider a telework schedule.