Senior Client Relationship Manager - Retirement Plans

Mutual of America; Charlotte (NC); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Annual Bonus

Comprehensive benefits package

401(k) Match

Parental leave

Paid time off

Job summary

Mutual of America is seeking a Client Relationship Manager based in Charlotte, NC. In this hybrid role, you will focus on engaging and strengthening client relationships across the region. Responsibilities include managing group retirement plan operations and conducting client meetings. Required qualifications include strong business writing skills, public speaking abilities, and a valid FINRA series license. The position offers a competitive salary range of $65,000 – $90,000 along with a comprehensive benefits package that starts on day one.

Qualifications

• Excellent business writing, presentation, and public-speaking skills.
• Ability to handle pressure, prioritize, and multitask during a business day.
• Active FINRA Series 6, 63 and SIE or must be obtained within the first year of employment.
• Active State Life and Health Insurance License required or obtained within the first year.

Responsibilities

• Build and maintain long-term relationships with clients.
• Manage day-to-day operations of group retirement plan clients.
• Facilitate client inquiries and service requests proactively.
• Conduct meetings with clients including board members and C-suite executives.
• Prepare materials for plan review meetings.
• Coordinate plan support services with home office.
• Engage in client retention and growth objectives.

Skills

Business writing

Public speaking

Multitasking

Presentation skills

Education

Bachelor’s Degree

Tools

Salesforce

Job description

Mutual of America is seeking a Client Relationship Manager based in Charlotte, NC. In this hybrid role, you will focus on engaging and strengthening client relationships across the region. Responsibilities include managing group retirement plan operations and conducting client meetings. Required qualifications include strong business writing skills, public speaking abilities, and a valid FINRA series license. The position offers a competitive salary range of $65,000 – $90,000 along with a comprehensive benefits package that starts on day one.