GENERAL JOB DESCRIPTION

The Client Relationship Manager (CRM) is an individual contributor responsible for relationships with Corporate Retirement Plan Sponsors. The CRM manages a book of business comprised of small and mid-sized companies and is responsible for overall client satisfaction, retention and relationship expansion. This position is located in Cleveland, OH.

MAJOR DUTIES AND RESPONSIBILITIES

Form, maintain and strengthen relationships with key clients.
Develop and manage business plans that identify key clients and list action steps to strengthen those relationships
Responsible for client retention and manages pricing strategy, RFIs, RFPs, and benchmarking exercises for client portfolio. Manage negotiations for existing clients.
Participate in the sales process for new 401(k) business. Identifies business opportunities for both organic growth and across the company. Work within the organization to develop, position, and implement these solutions.
Consult with clients on investment issues including performance, diversification, style and suitability
Work with plan sponsors to design participant education campaigns that drive increased participation and contribution rates and improve overall plan health.

EXPERIENCE/CREDENTIALS

Minimum of 4 years of experience in the financial services industry or 2 years within the defined contribution marketplace
Bachelor’s degree preferred or equivalent work experience
Preferred: client management experience with knowledge of plan design features for 401(k) and non-qualified, ERISA plans, legal and regulatory framework, industry trends
Industry certifications and FINRA licensing preferred (FINRA series 6 or 7 and 63, State insurance license)

COMPETENCIES

Thrives in a team-based environment.
Ability to work in a dynamic and fast-paced environment.
Maintains absolute confidentiality of client information and safeguards client and company data; maintains high ethical standard in all practices
Demonstrate knowledge of defined contribution financial products and services
Ability to travel frequently (25 – 40%)
Preferred: consultative and negotiation skills, demonstrate strong verbal and written communications skills