Client Relationship Manager - Southeast
Core
Deliver service strategy for defined contribution retirement plans, building trusted relationships with senior client stakeholders to optimize plans and drive retention.
Role type
Senior individual contributor client relationship manager (retirement plans)
Builds
Strategic retirement plan solutions, investment strategies, and service delivery for defined contribution plans
Domain
Financial services / Retirement planning / Defined Contribution Plans
Required skills
Defined contribution plan expertise, FINRA Series 6/7/63 licensing, contract negotiation, strategic plan design, cross-functional team leadership, RFP management, client retention strategies, tax-exempt plan knowledge
Preferred skills
Governmental or tax-exempt retirement plan client support experience
Technologies
None explicitly stated
Responsibilities
Build trust-based relationships with key client stakeholders including senior executives and TPAs; Analyze plan data and industry trends to develop strategic recommendations; Lead cross-functional service teams in executing client strategies; Drive client retention efforts and manage RFIs/RFPs; Lead contract negotiations and pricing strategy; Partner with internal teams to define project scope and manage delivery timelines; Identify opportunities for organic growth and cross-sale of products.
Seniority
Senior, hands-on IC