Senior Client Relationship Manager

Ladders; United States; Remote; USD 110,000 - 130,000; Full time

Benefits offered by this job

Remote work in the US

Opportunity to work with large,complex

Ongoing training and industry知识

Potential for professional growth

Job summary

Ladders is seeking a Senior Client Relationship Manager for our client in the Finance & Insurance space. The role focuses on managing strategic client relationships across large, complex retirement accounts and coordinating with internal teams to ensure service excellence and retention.

The ideal candidate brings 15+ years in retirement industry experience and 7–10 years in client relationship management, with the ability to present to C-level executives and travel up to 25% as needed.

Qualifications

• Bachelor’s degree in business or related field, or equivalent work experience.
• 15+ years of retirement industry experience.
• 7–10 years of direct client relationship management experience.
• ASPPA or CEBS certification preferred.
• Excellent analytical and problem-solving skills.
• Strong written and oral communication, including executive-level presentations.
• Travel up to 25% of the time.

Responsibilities

• Develop and maintain relationships with C-level decision makers and plan administrators.
• Work across business lines to meet client expectations.
• Act as a liaison between intermediaries/producers and the client.
• Participate in the RFP response and onboarding process.
• Manage and monitor client accounts, ensuring timely service deliverables.
• Identify cross-selling opportunities within existing accounts.
• Compile data and track communications to enhance the client experience.

Skills

Analytical skills

Communication skills

Executive presentations

Education

Bachelor’s degree in business or related field

Job description

For our client, we are seeking a Senior Client Relationship Manager to join the team of a leader in the Finance & Insurance space.

This role will focus on managing strategic client relationships across large, complex accounts within the retirement services landscape. You will partner closely with internal teams and external stakeholders to ensure service excellence, strengthen retention, and support growth opportunities. The position also involves regular engagement with senior decision makers and a strong emphasis on execution, responsiveness, and client satisfaction.

Location: Remote - US based candidates only, no visa sponsorship available

Compensation: $110,000 – $130,000 annually

Responsibilities

• Develop and maintain relationships with C-level decision makers and plan administrators
• Work across business lines to meet client expectations
• Act as a liaison between intermediaries/producers and the client
• Participate in the RFP response and onboarding process
• Manage and monitor client accounts, ensuring timely service deliverables
• Identify cross-selling opportunities within existing accounts
• Compile data and track communications to enhance the client experience

Qualifications

• Bachelor’s degree in business or a related field, or equivalent work experience
• 15+ years of retirement industry experience
• 7-10 years of direct experience in client relationship management
• Certification or working toward certification (ASPPA, CEBS, etc.) preferred
• Excellent analytical and problem-solving skills
• Strong written and oral communication skills, including executive-level presentations
• Ability to travel up to 25% of the time

Benefits

• Opportunity to work with large, complex accounts
• Collaborative team environment with strong internal partnerships
• Focus on client satisfaction and retention
• Access to ongoing training and industry knowledge
• Engagement with C-level executives and decision makers
• Potential for professional growth and development in the retirement industry

Our client is an equal opportunity employer. We encourage you to apply even if you don’t meet every qualification—your background could be exactly what this team needs.