Remote Senior Client Relationship Manager, Retirement Plans

VetJobs; City of Rensselaer (NY); Hybrid; USD 99,000 - 103,000; Full time

Job summary

HANYS, through its TruePlan subsidiary, seeks a Manager of Client Relationship Management to oversee client relationships in retirement and benefits services. The role reports to the VP of Retirement Plan Services and requires travel within Western NY and to Rensselaer, NY, with a possible remote option within New York State.

Salary ranges from $99,000 to $103,000 annually with an annual incentive up to 10% based on performance, and pay is based on experience and internal equity.

Qualifications

• Associate’s degree plus 3–5 years of related experience; bachelor’s degree preferred.
• Must be licensed (New York Life, Accident & Health) or obtain within 6 months; Series 7/66 or 6/63/65 within 6 months.

Responsibilities

• Maintain a strong and trusting relationship with clients to ensure superior service.
• Ensure client satisfaction through regular meetings covering service levels, plan utilization, and design.
• Manage RFP/RFI processes for existing clients.

Skills

Relationship mgmt

Communication

MS Office

Education

Associate degree

Bachelor's degree preferred

Tools

Series 7/66 licenses

Job description

HANYS, through its TruePlan subsidiary, seeks a Manager of Client Relationship Management to oversee client relationships in retirement and benefits services. The role reports to the VP of Retirement Plan Services and requires travel within Western NY and to Rensselaer, NY, with a possible remote option within New York State.

Salary ranges from $99,000 to $103,000 annually with an annual incentive up to 10% based on performance, and pay is based on experience and internal equity.