Retirement Plan Client Relationship Manager

Chicago, IL

Post Date: 06/20/2018 Job ID: ME6.20.1 Industry: Employee Benefits & Retirement Services Pay Rate: 65,000 - 85,000 + (Bonus 20%-30%) & Benefits


  • Perform Enrollment and Education meeting to Participants within the client’s retirement plan
  • Conduct annual fiduciary and investment reviews with the client plan sponsor
  • Review overall plan design
  • Guide assigned new plans through the installation and transition process
  • Review the plan adoption agreements and investment contracts with the plan sponsor


  • FINRA Series 7 and 66 ideal
  • 10 plus years of Retirement Client Relationship Management experience
  • Excellent Communication skills
  • Ability to travel over 50% throughout the Midwest
  • Must be based in the Chicagoland area



  • $65,000 to $85,000 plus bonus (20% to 30%) and benefits




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