Senior Client Relationship Manager - Hybrid (Walnut Creek, CA)
Core
Partner with Plan Advisors to develop relationship strategies, support fiduciary wellness, and drive execution of plan governance and participant engagement for retirement plan clients.
Role type
Senior Client Relationship Manager (non-producing)
Builds
Client service delivery, governance calendars, fiduciary reports, and participant education initiatives.
Domain
Financial services / Retirement planning / 401(k) plans
Deliverable
client delivery
Required skills
Client relationship management, fiduciary compliance knowledge, project coordination, Salesforce proficiency, financial reporting, stakeholder collaboration
Preferred skills
C(k)P, CPFA, AIF designations, ERISA regulatory expertise
Technologies
Salesforce, fi360/Toolkit, Microsoft 365, SharePoint, Zoom
Responsibilities
Manage client relationship end-to-end as primary point of contact, partner with Plan Advisors to execute annual service plans, organize fiduciary review meetings, prepare quarterly investment and fiduciary reports, update client records in CRM, research compliance inquiries, oversee plan conversion projects, facilitate participant education, support year-end compliance and audits.
Seniority
Senior, hands-on IC
