Retirement Plan Relationship Manager

Pension Consultants Inc; Springfield (MO); On-site; USD 65,000 - 110,000; Full time

Job summary

A leading financial services firm is seeking a Retirement Plan Relationship Manager to enhance client relationships and ensure excellent service delivery. The role involves managing fiduciary committees and achieving high client satisfaction. Ideal candidates will possess strong communication skills and a bachelor's degree in a related field. This full-time position offers a competitive salary range based on experience.

Qualifications

• 3+ years of relationship management experience.

Responsibilities

• Build and maintain key relationships with fiduciary committees.
• Ensure all services are delivered on time with excellence.
• Achieve and maintain established target for Net Promoter Score (NPS).

Skills

Communication

Problem Solving

Empathy

Education

Bachelor’s degree in finance, economics, business or related field

Job description

Join to apply for the Retirement Plan Relationship Manager role at Pension Consultants Inc

6 days ago Be among the first 25 applicants

Join to apply for the Retirement Plan Relationship Manager role at Pension Consultants Inc

Pension Consultants Inc provided pay range

This range is provided by Pension Consultants Inc. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$65,000.00/yr - $110,000.00/yr

You:

Feel the financial industry needs a good cleaning

Believe getting the little things right leads to getting the big things right

Take responsibility and own your successes and mistakes

Enjoy the process of pursuing excellence as much as the results

We:

Relentlessly pursue improving the financial security of the American worker

Believe professionalism requires bold and complete transparency

Care more about your talent, values, and performance than your experience

Overall Purpose:

Essential Functions:

• Build and maintain key relationships with fiduciary committees for the retirement plans we serve.
• Effectively utilize resources available (internal experts, materials, etc) to consistently communicate our uncommon offering and its advantages over our competitors.
• Ensuring CRM is updated with changes to fiduciary committees
• Ensure all services are delivered on time and always with the highest level of excellence
• Achieve and maintain an established target for Net Promoter Score (NPS)
• Passing referral leads to the sales team
• Passionately pursue the Purpose of the firm and live our Core Values
• Ability to travel 1 -2 nights (for in-person quarterly client meetings, appx. 2 trips per quarter).

The above statements are intended to describe the general nature and level of work performed by employees within this position. It is not designed to contain or be interpreted as a comprehensive list of all duties, responsibilities and qualifications required of the employee assigned to this job.

Talents:

Striving Talents

• Service: A drive to be of service to others Thinking Talents
• Problem Solving: An ability to think things through with incomplete data Relating Talents
• Empathy: An ability to identify the feelings and perspectives of others Skills & Abilities:
• Excellent written and verbal communication skills
• Ability to present in front of large and small group settings
• Ability to establish credibility and create rapport with C level executives, ability to lead clients
• Well organized and process oriented Knowledge, Experience & Education
• Bachelor’s degree in finance, economics, business or related field required

3+ years of relationship management experience

About Pension Consultants, Inc.

Pension Consultants, Inc. is committed to providing superior plan performance of the key drivers in retirement readiness so our clients can make a positive impact in the lives of participants. Since 1994, we have been offering in-depth, unconflicted advice on every aspect of retirement plan management, and serve companies of all sizes in a variety of industries across the United States.

#LI-DNI

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

Referrals increase your chances of interviewing at Pension Consultants Inc by 2x

Get notified about new Relationship Manager jobs in Springfield, MO.

Springfield, MO $99,750.00-$214,370.00 1 day ago

Springfield, MO $40,000.00-$45,000.00 2 months ago

Springfield, MO $80,000.00-$140,000.00 2 weeks ago

Outside Sales Account Executive, Southeast

Senior Account Executive - Advertising Agency

Springfield, MO $55,000.00-$70,000.00 1 month ago

Commercial Lines Insurance Account Manager

Account Executive, SMB Team Sales - Springfiled, MO

Business Development Manager (Marine Industry) - SRC Tech Group

Restoration Business Development Manager

Hospice Community Liaison / Marketing Manager

Financial Advisor in Lakes Of The Ozarks

Military and Family Life Counselor - OCONUS Assignments

Account Manager - The Great Game of Business

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.