Retirement Plan Relationship Manager

LevelUP HCS; New York (NY); On-site; USD 95,000 - 100,000; Full time

Job summary

A consulting firm specializing in employee benefits seeks a Manager, Client Relationship Management to enhance client relationships in New York. Responsibilities include leading client meetings, managing compliance with retirement program regulations, and building strategic partnerships. Ideal candidates have relevant experience and communication skills to effectively engage with senior executives. Competitive annual salary plus incentive opportunities are offered.

Qualifications

• 3–5 years of experience in client relationship management or similar.
• Strong ability to build relationships with executives.
• Knowledge of retirement plan regulations is essential.

Responsibilities

• Build and maintain strong client relationships.
• Lead client meetings for service reviews.
• Manage RFP processes for existing clients.
• Ensure compliance with retirement program regulations.

Skills

Client relationship management

Regulatory compliance

Communication skills

Organizational capabilities

Project management

Education

Associate’s degree with 3–5 years of related experience

Bachelor’s degree (preferred)

Tools

Microsoft Office

Job description

Job Title: Manager, Client Relationship Management (Retirement Plan Relationship Manager)

Job Type: Full-Time

Location: New York State (with regular travel throughout Western NY and to an office in Rensselaer, NY)

Salary: $95,000 – $100,000 annually, plus an incentive opportunity of up to 10% based on performance metrics

Travel Requirement: Several times per month within assigned territory

Position Summary

An established employee benefits and retirement plan consulting firm is seeking a Manager, Client Relationship Management to oversee and enhance client relationships, deliver strategic guidance, and support retirement plan services. The role will focus on maintaining high levels of client satisfaction, ensuring regulatory compliance, and fostering long-term value through superior service delivery.

Key Responsibilities

• Build and maintain strong, trusting client relationships to ensure high levels of satisfaction
• Lead regular client meetings to review service levels, plan performance, product offerings, and design updates
• Manage RFP and RFI processes for existing clients
• Oversee smooth transition processes for newly acquired clients, coordinating with vendors and internal teams
• Collaborate with clients to develop annual communication and education plans aimed at increasing participation and retirement readiness
• Ensure clients’ administrative procedures are efficient and effective
• Provide regulatory updates and guidance on changes affecting retirement programs
• Collaborate with legal resources to understand and communicate compliance requirements
• Advise senior leadership on plan design, performance, and strategic alignment with organizational goals
• Conduct periodic formal plan review meetings to support governance and compliance
• Resolve administrative issues between participants and vendors
• Support employee enrollment activities when needed
• Assist with sales presentations and client onboarding
• Stay current on retirement plan industry trends, training, and regulatory changes
• Maintain all required professional licenses and certifications
• Identify additional consulting opportunities and make referrals to the appropriate internal teams

Qualifications

• Associate’s degree with 3–5 years of related experience required (Bachelor’s degree preferred)
• Alternatively, 7+ years of relevant product or client experience may substitute for the education requirement
• Ability to obtain the following within 6 months of hire: New York State Life, Accident, and Health license; FINRA Series 6, 63, and 65 licenses
• Strong ability to build consultative relationships with senior executives and decision-makers
• Current knowledge of retirement plan regulations including 403(b), 401(k), and non-qualified plans
• Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint)
• Self-starter with excellent relationship-building, communication, and presentation skills
• Strong attention to detail and excellent organizational and project management capabilities
• Ability to prioritize, act independently, and work in a dynamic client-focused environment
• Willingness and ability to travel throughout assigned territory on a regular basis
• Prior experience in the retirement plan industry is a plus