Client Relationship Manager, Group Benefits & Retirement Solutions (Retirement)
Core
Build and maintain strong relationships with plan sponsors and advisors to help organizations maximize the value of their retirement programs.
Role type
Client Relationship Manager (Group Retirement)
Builds
Group retirement programs and member engagement strategies
Domain
Financial services / Retirement savings
Deliverable
client delivery
Required skills
relationship management, strategic partnership, training delivery, solution recommendation, cross-functional collaboration, financial planning knowledge, stakeholder management, presentation skills, organizational management, Microsoft Office proficiency
Preferred skills
AI tool adoption, pressure management, autonomous prioritization
Technologies
Microsoft Office (PowerPoint), AI tools
Responsibilities
Serve as primary point of contact for plan sponsors and advisors; deliver training and support on products and services; identify client needs and recommend solutions; collaborate with internal teams to enhance member engagement; contribute to service model improvement.
Seniority
Mid-Senior, hands-on IC