Senior Client Relationship Manager- retirement plans

Alaant Workforce Solutions is partnering with an Albany area-based company to fill its Senior Client Relationship Manager role!

This is a full time position, working for our client: base salary, bonus potential and excellent benefits package!

This is a high-visibility position! Will be responsible for consulting clients and managing all aspects of the client relationship for assigned retirement plan clients

Strong Retirement Plan advisory experience required.

Will be responsible for managing all aspects of the client relationships in the upstate NYS area.

Must live within 2-3 hours of the Albany, NY area. Syracuse, NY area is fine! About 25% travel.

Hours and Benefits for the Senior Client Relationship Manager (hybrid):

• Work life balance! Pretty standard hours.
• Hybrid: work from home/office
• Excellent benefits include: medical/dental/vision insurance, generous 401k match and time off!
• Salary: $110-130K plus bonus potential
• Work for an established company!
• Busy and collaborative environment!
• Some travel required: mostly local travel (day trips) 3-4 times/month

Responsibilities for the Senior Client Relationship Manager (hybrid):

• Build and maintain relationships with C-Suite, retirement plan committee and board members, and engage them in discussion on their business needs and related activity.

• Lead consulting projects as appropriate for clients, including those on fiduciary practices, compliance analysis, benchmarking, plan design modeling, and vendor RFPs and RFIs.

• Research and evaluate newly passed legislation and regulations to determine the impact on clients’ retirement plans.

• Partners with client’s attorney as necessary to help review and resolve compliance issues.

• Maintain a strong and trusting relationship with clients to ensure we are providing superior customer service.

• Ensure client satisfaction through periodic client meetings as well as discussions on service levels, investments, plan utilization, product offerings and plan design.

• Deliver fiduciary education to assigned clients as warranted.

• Responsible for client retention.

• Resolve administrative problems arising between and among participants and/or vendor.

• Coordinate all transition activities with client, selected vendor, and other staff to assure a smooth and efficient transition for newly acquired clients.

• In coordination with client, develops annual communication and education plan to achieve overall retirement plan goals of participation and retirement readiness.

• Assist in sales presentations with Sales & Marketing team, as necessary.

• Maintain licenses in a current and proper status through Continuing Education training courses, seminars, and conferences, as scheduled, to meet FINRA and NYS Insurance Department requirements.

• Engage client in discussions on their business needs and related activity in order to determine if other company products and services may be appropriate and then make proper referrals.

Requirements for the Senior Client Relationship Manager (hybrid):

• Bachelor’s degree and 7+ years of retirement plan advisory experience (particularly with C-Suite level) required. An equivalent combination of education and experience sufficient to satisfactorily perform the duties of the job may be substituted.

• New York State Life and Health license and FINRA 6 & 63, 65 required or obtained within three months post hire

• Maintain cutting edge body of knowledge in the areas of plan design, regulatory, industry trends and investments.

• Must be proficient in Microsoft Office (Outlook, Work, Excel and PowerPoint).

• Must be detail-oriented and possess superior analytical, oral and written communication skills. Must be able to present complex topics in a clear, concise and understandable manner.

• Travel as required (at least 25%)

• Working from the company office located in the Albany, NY area is preferred; however remote work may be considered.

Alaant Workforce Solutions