CLIENT RELATIONSHIP MANAGER (Retirement Plans)
Job Description
CLIENT RELATIONSHIP MANAGER (Retirement Plans)
- Manage a caseload of 401(k) and Cash Balance plans in the small plan market
- Conduct annual, semi-annual and/or quarterly plan reviews based on client's needs
- Consult on plan design, fund selection, fund performance reviews, etc.
- Participate in final sales presentations
- Lead onboarding of new clients
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Job Requirements
CLIENT RELATIONSHIP MANAGER (Retirement Plans)
- 3+ years 401(k) Relationship Management experience
- FINRA Series 7 & 63 or Series 66
- MUST have strong 401(k) & ERISA experience (strong knowledge of current IRS/DOL regulations)
- Ideal candidate will have professional industry designation (e.g. QKC, CRPS, CFPA, AIF, etc.)
- MUST be proactive, detail-oriented and highly organized with a strong commitment to meeting deadlines
- Exceptional communication and presentation skills (both verbal & written)
- Ability to travel occasionally (up to approximately 20%)
- Experience with Cash Balance plans a plus
#LI-KF1
Meet Your Recruiter
Senior Executive Recruiter / Market Specialist
SPECIALTIES: All ERISA related positions including: Defined Contributions, Defined Benefits / Pension, Non-Qualified, Actuarial, Sales, Service, Communications, Compliance, Implementation, Investments, ESOP, 401(k) Recordkeeping, Financial Advisors, Wealth Management, Wholesaling, Executive Level, etc.
The levels of candidates that I place include Plan Administrators, Compliance Specialists, Installation/Implementation Specialists, Service/Enrollment Specialists, Sales (Pension Wholesalers, Direct Sales, DCIO), Client Relationship Managers, ERISA Attorneys, Pension Actuaries as well as Management, Director, VP and C-Level Executive positions. We also place Investment professionals, Analysts, Portfolio Managers, Financial Advisors & Brokers.
I’M IN THIS BUSINESS BECAUSE: I truly enjoy building relationships with both my clients and my candidates. There’s no better feeling than fostering strong partnerships with my clients to aid them with their hiring needs or helping someone realize their goals by assisting them in advancing their career. I LOVE making those connections!
HOBBIES: Golf, travel, cooking, stained glass artisan, mosaics, pottery, oil painting, volunteering, active with church.