Client Relationship Manager

Mutual of America; Charlotte (NC); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Annual Bonus

Comprehensive benefits package

401(k) Match

Parental leave

Paid time off

Job summary

Mutual of America is seeking a Client Relationship Manager based in Charlotte, NC. In this hybrid role, you will focus on engaging and strengthening client relationships across the region. Responsibilities include managing group retirement plan operations and conducting client meetings. Required qualifications include strong business writing skills, public speaking abilities, and a valid FINRA series license. The position offers a competitive salary range of $65,000 – $90,000 along with a comprehensive benefits package that starts on day one.

Qualifications

• Excellent business writing, presentation, and public-speaking skills.
• Ability to handle pressure, prioritize, and multitask during a business day.
• Active FINRA Series 6, 63 and SIE or must be obtained within the first year of employment.
• Active State Life and Health Insurance License required or obtained within the first year.

Responsibilities

• Build and maintain long-term relationships with clients.
• Manage day-to-day operations of group retirement plan clients.
• Facilitate client inquiries and service requests proactively.
• Conduct meetings with clients including board members and C-suite executives.
• Prepare materials for plan review meetings.
• Coordinate plan support services with home office.
• Engage in client retention and growth objectives.

Skills

Business writing

Public speaking

Multitasking

Presentation skills

Education

Bachelor’s Degree

Tools

Salesforce

Job description

Locations

6000 Fairview Rd, Suite 1200, Charlotte, NC 28210, USA

• Hybrid
• Field - Client Relationship Management
• Full-Time
• Requisition #: CLIEN002265

Description

Mutual of America Financial Group

Job Title: Client Relationship Manager

Location: Charlotte, NC (hybrid)

Who We Are

At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our company is built upon a solid foundation of integrity, excellence, and social responsibility. We were founded in 1945 to provide small and mid‑size nonprofit organizations with pension and retirement‑related services, along with leading customer support. Today we provide these services to for‑profit companies, governmental entities, tribal enterprises, institutional investors, and individuals. We work diligently to understand the needs of our customers so we can help them achieve their financial savings goals.

We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future.

Role Summary

The Client Relationship Manager (CRM) position will focus on engaging, building and strengthening the region’s existing client base. The CRM reports to the Director, Senior Client Relationship Manager.

Responsibilities

• Build and maintain long‑term relationships with clients and key personnel.
• Manage the day‑to‑day operations and servicing of group retirement plan clients.
• Maintain compliance calendar for each client to ensure timely execution of required annual compliance tasks.
• Facilitate client (plan sponsor) and participant inquiries and service requests proactively.
• Meet with clients—including board members, committees, and C‑suite executives—to conduct plan review meetings.
• Prepare pre‑ and post‑meeting materials (plan health reports, investment reviews, plan design, compliance, legislative updates), minutes, plan amendments, fund changes, etc.
• Coordinate plan support services (audit support, 5500s, NDT testing) with home office to ensure timely delivery.
• Engage in client retention and growth objectives within assigned book of clients.
• Seek opportunities to enhance client service models and increase plan contributions (payroll integration, plan design enhancements, etc.).
• Work closely within the regional team to coordinate delivery of MOA services.
• Work with Plan Sponsor and Participant Account Specialist to design participant education campaigns.
• Conduct group education presentations, enrollment presentations, and participant 1:1 meetings for client employees when the Participant Account Specialist is unavailable.
• Leverage existing client relationships for new opportunities within the region.
• Attend client events with regional team to strengthen relationships.
• Maintain Salesforce (input client contact data, update plan information, manage client tasks).

Required Qualifications

• Excellent business writing, presentation, and public‑speaking skills.
• Comfortable presenting in front of groups and C‑suite executives.
• Ability to handle pressure, prioritize, and multitask during a business day.
• Ability to work flexible hours.
• Active FINRA Series 6, 63 and SIE or must be obtained within the first year of employment.
• Active State Life and Health Insurance License (in all states covered) required or obtained within the first year of employment.
• Valid driver’s license.

Preferred Qualifications

• Bachelor’s Degree.
• Prior work experience in the group retirement plan industry.
• Knowledge and understanding of corporate/group retirement plans (403(b), 401(k), 457 plans), including retirement plan design, investment monitoring, administration, compliance testing, and enhanced understanding of retirement plan rules and regulations.

Benefits

• Annual Bonus.
• Comprehensive benefits package (medical, dental, vision) that starts day one of employment.
• 401(k) Match: 100% employer match on up to 6% of employee contributions (salary and incentive compensation).
• Parental leave: 8 weeks fully paid.
• Paid time off: 20 days plus two floating personal holidays.

Compensation

Base salary range: $65,000 – $90,000. The role is also eligible for an annual bonus; total compensation may exceed this range based on performance.

Additional Information

Visit www.mutualofamerica.com/careers for additional details about life at Mutual of America. You can also follow us on Twitter: @mutualofamerica | Facebook: @mutualofamerica.

Mutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law.

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.