Client Manager, Retirement Plans - The Baldwin Financial Services
Core
Client Manager supporting retirement plan fiduciaries and sponsors with investment selection, plan provisions, and strategic recommendations to improve plans.
Role type
Mid-level client manager (retirement plans)
Builds
Client deliverables including investment and plan reviews, pitch decks, and competitive intelligence for prospect meetings
Domain
Financial services / Retirement plans
Deliverable
client delivery
Required skills
Investment analytics (mutual funds, CITs, subaccounts), CRM management (Redtail, Salesforce), participant education facilitation, RFP coordination, report generation, MS Office proficiency
Preferred skills
RPAG investment analysis software, Series 65/66 license, CPFA/AIF/QKA/CFP designations, institutional retirement plan experience
Technologies
Redtail, Salesforce, RPAG, Microsoft Teams, MS Office
Responsibilities
Provide advice and support to plan fiduciaries via committee meetings; respond to client inquiries and troubleshoot with subject matter experts; conduct participant education meetings and seminars; update CRM and generate periodic reports; coordinate client deliverables like investment reviews; facilitate RFPs from vendors; generate pitch decks and compile competitive intelligence
Seniority
Mid-level, hands-on IC