Strategic 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

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.