Strategic Retirement Plan Client Relationship Manager

RMR Wealth Builders, Inc.; Montclair (NJ); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health, Dental, Vision, and Life Ins.

401(k) with employer match

HSA with employer match

Two weeks paid vacation and holidays

Job summary

RMR Wealth Builders, Inc. is seeking a Client Relationship Manager to support our Retirement Plan Team in Montclair, NJ or Scottsdale, AZ. This role focuses on building strong client relationships and managing day-to-day service for retirement plans.

You will be the primary contact for sponsors, participants, recordkeepers, TPAs, and internal advisory teams, delivering proactive solutions and ensuring a superior client experience.

Qualifications

• 1-5 years of experience in retirement plan, financial services, or related field.
• Strong understanding of 401(k) plans and retirement plan administration.
• Experience with retirement plan recordkeepers, TPAs, custodians, and payroll providers.
• Excellent verbal and written communication skills.
• Strong organizational skills with the ability to manage multiple priorities.

Responsibilities

• Serve as primary relationship manager for retirement plan sponsor clients.
• Build and maintain relationships with plan fiduciaries, HR, payroll contacts, and service providers.
• Respond promptly to client inquiries and proactively identify solutions.
• Coordinate and participate in client meetings, investment reviews, and education sessions.
• Assist with participant education initiatives and enrollment support.
• Ensure a best-in-class client experience through consistent communication.
• Partner with Retirement Plan Advisors to deliver outcomes.
• Identify opportunities to improve processes and client service models.

Skills

Client relationship management

Verbal and written communication

Organizational skills

Problem solving

Team collaboration

Education

Bachelor’s degree in Finance/Business/Economics or related field

Tools

Microsoft Office Suite

CRM platforms

Job description

RMR Wealth Builders, Inc. is seeking a Client Relationship Manager to support our Retirement Plan Team in Montclair, NJ or Scottsdale, AZ. This role focuses on building strong client relationships and managing day-to-day service for retirement plans.

You will be the primary contact for sponsors, participants, recordkeepers, TPAs, and internal advisory teams, delivering proactive solutions and ensuring a superior client experience.