Job FamilyAccount / Relationship Management
Job Description SummaryLead the strategic management of pooled plan client relationships, focusing on retention, growth, and service excellence while ensuring operational effectiveness across a portfolio of complex retirement plan clients.
Job Description 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
- 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
What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.
Compensation Benefits
- Competitive Pay
- Bonus for Eligible Employees
Benefits Package
- Pension Plan
- 401k Match
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Employee Discounts
- Career Training & Development Opportunities
Health and Work/Life Balance Benefits
- Paid Time Off starting at 160 hours annually for employees in their first year of service.
- Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
- Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
- Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
- Adoption Assistance
- Employee Assistance Program
- Back-Up Care Program
- PTO for Volunteer Hours
- Employee Matching Gifts Program
- Employee Resource Groups
- Inclusion and Diversity Programs
- Employee Recognition Program
- Referral Bonus Programs
