Client Relationship Manager
Core
Manage assigned book of business to drive new business implementation, asset retention, growth, and client satisfaction.
Role type
Senior Client Relationship Manager (Financial Services)
Builds
Client relationships, business plans, and participant education campaigns for defined contribution plans.
Domain
Financial Services / Defined Contribution / Retirement Planning
Deliverable
client delivery
Required skills
Client relationship management, business plan development, investment consulting, participant education design, sales support, new product introduction
Preferred skills
FINRA Series 6, 7, and 63 licenses, State insurance license, Bachelor's degree
Technologies
None explicitly stated
Responsibilities
Maintain and strengthen relationships with key clients, distribution partners and TPAs; Develop business plans identifying key clients and action steps; Consult with clients and brokers on investment issues; Work with plan sponsors to design participant education campaigns; Assist sales representatives with presentations as subject matter expert; Introduce and support new product and service initiatives
Seniority
Mid-Senior level (4+ years experience required)