Sr Plan Manager
Core
Manage complex retirement plans and serve as a trusted partner to plan sponsors to drive client satisfaction and retention.
Role type
Senior Plan Manager
Builds
High-quality service solutions for large, complex clients
Domain
Financial services / Retirement planning
Deliverable
client delivery
Required skills
complex account management, relationship management, cross-functional collaboration, process improvement, risk management, training and mentoring
Preferred skills
retirement plan experience, recordkeeping platform knowledge, sales team collaboration
Technologies
recordkeeping platforms
Responsibilities
Serve as primary point of contact for assigned sponsored plans, resolve service and communication issues, support relationship management efforts, partner with sales and operations teams, contribute to product development, manage at-risk client situations, identify retention opportunities, assist with training new team members
Seniority
Senior, hands-on IC