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Posted: 06/04/2024 Employment Type: Direct Hire Industry: Finance Job Number: 13160

Job Description

Retirement Plan Relationship Manager

Elevate your career in a dynamic environment focused on client satisfaction and professional growth! Join our team and make a significant impact by leveraging your expertise to provide exceptional client support and drive growth in our retirement plan services. Apply today!

Why you should work here:

Competitive salary commensurate with experience.
Comprehensive benefits package, including health insurance, retirement savings plan, and paid time off.
Opportunities for continued professional development and advancement.

Responsibilities include:
Client Relationship Management:

Serve as the primary point of contact for assigned retirement plan clients.
Build and maintain strong, trusting relationships with clients through regular communication and proactive outreach.
Determine clients’ needs, objectives, and challenges to provide tailored solutions and support.

Consultative Support:

Provide expert guidance and fiduciary support on retirement plan topics, including plan design, compliance, investment options, and participant education.
Conduct regular plan reviews and consultations to identify opportunities for improvement and optimization.

Account Management:

Monitor client accounts and activities, proactively addressing any issues or concerns.
Assist with onboarding new clients, ensuring a smooth transition to our co-fiduciary and fiduciary investment services.
Collaborate internally with peers, sales, operations, and compliance to meet client needs effectively and efficiently.
Work with external service providers, including recordkeepers, third party administrators, and accounting firms.

Education and Training:

Conduct training sessions and workshops for clients at both the participant and plan sponsor levels.
Keep clients informed of industry trends, regulatory changes, and other relevant developments.

Retention and Growth:

Develop and implement strategies to retain existing clients and enhance their satisfaction.
Identify opportunities to introduce internal partners to clients for additional planning, consulting, or wealth management needs.

What you need to succeed:

4-year degree in finance, business administration, or a related field.
Minimum of 5 years experience in the retirement plan industry focusing on client needs.
Strong understanding of retirement plan products, regulations, and industry trends.
Excellent verbal and written communication skills, with the ability to articulate complex concepts clearly.
Proven track record of building and maintaining strong client relationships.
Ability to work independently, prioritize tasks, and manage multiple projects simultaneously.
Possession of appropriate FINRA licenses (e.g., Series 63 and 65 or Series 66).
Relevant industry certifications (e.g., AIF, CPFA) are a plus.

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About Cincinnati, OH

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