Sr. Client Relationship Manager

Role Summary  

The Retirement Plans Services (RPS) Senior Relationship Manager role is accountable for delivering proactive, consultative client service and strategic account management to a portfolio of defined contribution client relationships 401(k) Retirement Plan Services (RPS) full -service record-keeping to small and mid-market clients (Defined Contribution plans under $50 million in AUA), with the objective of driving client satisfaction and retention, optimizing the “cost to serve” and efficiencies of assigned relationships and growing the business. 

Responsibilities

• Developing and maintaining book of business plans to achieve objectives for each client relationship and their assigned portfolio. 
• Consulting with clients and financial professionals on investment vehicles, participant services and plan design solutions that will enhance the client’s plan design and maximize the retirement benefit offered to their employees. 
• Supporting clients in managing their fiduciary responsibilities by consulting on legislative and regulatory developments, reviewing the investment options offered in the plan, and monitoring of plan related fees. 
• Strengthening relationships with the decision-makers in the client’s Human Resources and Treasury organizations, including the Retirement and Investment Committees, “C” suite executives, and external consultants and advisors. 
• Identifying vulnerable client relationships, assessing the degree of vulnerability, and leveraging the firm’s internal resources and organization to develop and execute a retention strategy. 
• Partnering with RPS Sales to manage client “rebid” situations and execute a sales strategy in order to maximize client retention and capitalize on opportunities to expand the relationship. 
• 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 obtained within 6 months of hire into position 

Preferred: 

• 5+ years of retirement plan industry experience 
• Ability to develop, articulate and implement strategies to optimize client relationships. 
• Ability to work effectively as a member of a team. 
• Ability to use analytical tools and industry publications to gather information to be used in client communications and to think independently and proactively about how to best convey information. 
• Exceptional client service skills 
• Exceptional consultative skills 

FINRA Requirements

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

Work Flexibility

This role is eligible for full-time remote work.

 An ideal candidate would reside in PA, NJ, NY, MA, CT, RI, VT, NH, or ME.