Senior Client Relationship Manager - Hybrid (Walnut Creek, CA)
Core
Senior Client Relationship Manager supporting retirement plan clients (401(k), 403(b)) by managing end-to-end client relationships, fiduciary governance, and service delivery.
Role type
Senior Client Relationship Manager (non-producing)
Builds
Client service delivery, fiduciary governance, and retention strategies for employer retirement plans
Domain
Financial Services / Retirement Planning
Deliverable
client delivery
Required skills
retirement plan operations, fiduciary compliance, stakeholder management, Salesforce, Microsoft 365, regulatory knowledge (ERISA/DOL/IRS), project coordination
Preferred skills
C(k)P, CPFA, AIF designations
Technologies
Salesforce, fi360/Toolkit, Microsoft 365, SharePoint, Zoom
Responsibilities
Manage client relationship end-to-end as primary point of contact for plan sponsors; Partner with Plan Advisors to execute annual service and relationship plans; Organize fiduciary review meetings and coordinate with provider partners; Review quarterly investment and fiduciary reports; Update client records in Salesforce and fi360/Toolkit; Research client inquiries on plan compliance; Oversee plan conversion projects; Facilitate participant education initiatives; Support year-end compliance processes and audits
Seniority
Senior, hands-on IC