Client Manager, Retirement Plans - The Baldwin Financial Services
Core
Provide proactive support to retirement plan sponsors (governmental and 401k) and serve as the initial point of contact to identify, research, and resolve client problems.
Role type
Client Manager for fiduciary retirement plans
Builds
Client satisfaction and retention for retirement plan sponsors
Domain
Financial services / Retirement planning
Deliverable
client delivery
Required skills
Investment analytics, CRM management, participant education, report generation, RFP facilitation, pitch deck creation
Preferred skills
RPAG investment analysis software, Redtail/Salesforce CRM, Series 65/66 license, CPFA/AIF/QKA/CFP designations
Technologies
CRM (Redtail, Salesforce), MS Office (Word, Excel, PowerPoint, Outlook), Microsoft Teams
Responsibilities
Provide advice and support to plan fiduciaries via committee meetings on investment selection and plan provisions; Respond to client inquiries and troubleshoot with providers/TPAs/DCIOs; Conduct participant education meetings and seminars; Update CRM and generate periodic reports; Coordinate client deliverables like investment and plan reviews; Facilitate RFPs from vendors; Generate pitch decks and compile competitive intelligence.
Seniority
Mid-level, hands-on IC