Client Relationship Manager Mid - Market
Core
Mid-market Client Relationship Manager ensuring service strategy delivery exceeds client expectations for defined contribution plans.
Role type
Mid-market Client Relationship Manager (IC)
Builds
Strategic plans for plan design, product, and participant engagement solutions for corporate and tax-exempt retirement plans.
Domain
Financial Services / Retirement Plans / Defined Contribution
Deliverable
client delivery
Required skills
Defined contribution plan expertise, contract negotiation, RFP/RFI management, cross-functional team leadership, strategic account management, investment analysis, pricing strategy
Preferred skills
FINRA Series 6/7/63 licensing, strong interpersonal and presentation skills, business acumen
Technologies
Plan data analysis tools, industry trend analysis platforms
Responsibilities
Meet with client key stakeholders (Senior Execs, Treasury, HR, Advisors) to build trust-based relationships; Analyze plan data and industry trends to develop strategic plans; Manage client retention, RFIs, RFPs, and contract negotiations; Lead cross-functional service teams to execute plans; Identify business opportunities for organic growth and cross-selling.
Seniority
Mid-level, hands-on IC