Relationship Manager, Retirement Services

About the Role

Key Responsibilities

• Develop and maintain strong relationships with clients, serving as their primary point of contact for retirement plan consulting services.
• Understand clients' business objectives and retirement plan goals to provide tailored solutions and recommendations.
• Conduct comprehensive retirement plan reviews and assessments, identifying areas for improvement and optimization.
• Provide expert guidance on plan design, compliance, investment options, and participant engagement strategies.
• Stay current on retirement plan regulations and industry trends to ensure clients remain compliant and informed.
• Assist clients in navigating complex regulatory requirements and reporting obligations.
• Collaborate with clients to develop and implement effective investment strategies that align with their retirement plan objectives.
• Monitor investment performance and provide ongoing recommendations for adjustments as needed.
• Conduct educational sessions and workshops for clients and their employees to enhance understanding of retirement plan benefits and options.
• Develop and distribute educational materials to support client initiatives.
• Work closely with internal teams, including sales, compliance, and operations, to ensure seamless service delivery.
• Serve as a thought leader in the retirement industry, understanding fiduciary risks and financial implications for clients.

Requirements

• A minimum of eight (8) years of experience in Retirement Services in a Relationship Management capacity.
• Demonstrated experience with large clients, operating at the C-level regarding negotiations and relationship management.
• Strong investment and fiduciary management knowledge.
• Appropriate securities licenses required (FINRA Series 65/66).
• Effective analytical, math, and problem-solving skills, with sound judgment and strong decision-making ability.
• Excellent communication skills and ability to interact professionally with clients, vendors, and internal departments.
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, Access).
• Ability to handle sensitive and confidential information.
• Strong organizational, management, and account planning skills with attention to detail.
• Ability to operate independently and in a team environment, multitask, and meet deadlines.

Nice to Have

• Bachelor's Degree (preferred).
• Experience working in a high production team environment with a high degree of complexity.
• Aptitude for learning internal systems, applications, and workflows.

Qualifications

• Bachelor's Degree (preferred).
• FINRA Series 65/66 securities licenses.

Benefits & Perks

• Competitive base salary ranging from $132,000 to $212,000, determined by experience, skills, and other factors.
• Performance-based incentives.
• Health and welfare benefits.
• Tuition assistance.
• 401K savings and other retirement programs.
• Employee assistance programs.