Client Relationship Manager

RMR Wealth Builders, Inc.; Montclair (NJ); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health, Dental, Vision, and Life Ins.

401(k) with employer match

HSA with employer match

Two weeks paid vacation and holidays

Job summary

RMR Wealth Builders, Inc. is seeking a Client Relationship Manager to support our Retirement Plan Team in Montclair, NJ or Scottsdale, AZ. This role focuses on building strong client relationships and managing day-to-day service for retirement plans.

You will be the primary contact for sponsors, participants, recordkeepers, TPAs, and internal advisory teams, delivering proactive solutions and ensuring a superior client experience.

Qualifications

• 1-5 years of experience in retirement plan, financial services, or related field.
• Strong understanding of 401(k) plans and retirement plan administration.
• Experience with retirement plan recordkeepers, TPAs, custodians, and payroll providers.
• Excellent verbal and written communication skills.
• Strong organizational skills with the ability to manage multiple priorities.

Responsibilities

• Serve as primary relationship manager for retirement plan sponsor clients.
• Build and maintain relationships with plan fiduciaries, HR, payroll contacts, and service providers.
• Respond promptly to client inquiries and proactively identify solutions.
• Coordinate and participate in client meetings, investment reviews, and education sessions.
• Assist with participant education initiatives and enrollment support.
• Ensure a best-in-class client experience through consistent communication.
• Partner with Retirement Plan Advisors to deliver outcomes.
• Identify opportunities to improve processes and client service models.

Skills

Client relationship management

Verbal and written communication

Organizational skills

Problem solving

Team collaboration

Education

Bachelor’s degree in Finance/Business/Economics or related field

Tools

Microsoft Office Suite

CRM platforms

Job description

Montclair, NJ or Scottsdale, AZ (In-Person, Full-Time Role)

Role Description:

RMR Wealth is seeking a highly motivated, client-focused Client Relationship Manager to join our growing Retirement Plan Team in Montclair, NJ or Scottsdale, AZ. This role is ideal for an experienced retirement plan professional who enjoys building strong client relationships while managing the day-to-day client service responsibilities that ensure retirement plans run efficiently and effectively.

As a key member of our Workforce Solutions team, you will serve as a primary point of contact for retirement plan sponsors, participants, recordkeepers, TPAs, and internal advisory teams. Your ability to provide exceptional service, proactively solve problems, manage competing priorities, and maintain strong attention to detail will be critical to your success.

This position offers the opportunity to play a meaningful role in helping plan sponsors improve retirement outcomes for their employees while supporting the continued growth of one of New Jersey's leading independent wealth management firms. RMR Wealth manages approximately $3 billion in assets and serves institutional and employer clients through a collaborative, client-centric approach.

What You'll Do

Client Relationship Management

• Serve as a primary relationship manager for retirement plan sponsor clients.
• Build and maintain strong relationships with plan fiduciaries, HR professionals, payroll contacts, and service providers.
• Respond promptly to client inquiries and proactively identify solutions to client issues.
• Coordinate and participate in client meetings, investment reviews, fiduciary review meetings, and educational presentations.
• Assist with participant education initiatives and enrollment support.
• Ensure a best-in-class client experience through consistent communication and follow-through.
• Partner closely with Retirement Plan Advisors to deliver exceptional client outcomes.
• Assist in identifying opportunities to improve processes, enhance client service models, and increase operational efficiency.
• Support business development efforts, including proposal preparation, benchmarking reports, and prospect presentations.
• Utilize technology and industry best practices to enhance the retirement plan experience for clients and participants.

Qualifications

Required

• 1-5 years of experience in retirement plan, financial planning, wealth management, banking, financial services, or a related field.
• Strong understanding of 401(k) plans and qualified retirement plan administration.
• Experience working with retirement plan recordkeepers, TPAs, custodians, and payroll providers.
• Excellent verbal and written communication skills.
• Strong organizational skills with the ability to manage multiple priorities simultaneously.
• Demonstrated problem-solving abilities and attention to detail.
• Proficiency with Microsoft Office Suite, including Excel, PowerPoint, Outlook, and Word.
• Ability to work both independently and collaboratively within a team environment.

Preferred

• Experience with Qualified Retirement plans such as, 401(k) Profit Sharing, Defined Benefit, Cash Balance, Multiple Employer Plans (MEP), and Pooled Employer Plans (PEP).
• Experience within a retirement plan advisory, consulting, TPA, recordkeeping, or wealth management firm.
• Series 65 license (or willingness to obtain)
• Experience with CRM and retirement plan technology platforms.
• Bachelor’s degree in finance, Business, Economics, or a related field.

Compensation

Competitive salary with eligibility for Individual Performance Bonuses and Company Performance Bonuses.

• Significant long-term earnings potential tied to professional development, client relationship management, and firm growth.
• 401(k) and HSA with employer match.
• Two weeks of paid vacation and paid holidays off.
• Access to Health, Dental, Vision, and Life Insurance.
• Access to Ancillary Benefits (voluntary or supplemental benefits).
• Continuing education support and resources.

About RMR Wealth Builders, Inc.

RMR Wealth is an independent, planning-first firm serving individuals, families, organizations, and institutions. With over $3 billion in assets under management, the firm is built to support long-term relationships, thoughtful growth, and enduring partnerships.

For 40 years, RMR Wealth advisors have helped clients organize financial complexity, gain clarity through education, and make confident financial decisions through comprehensive planning and disciplined investment management.