Role responsibilities
The Retirement Relationship Manager II is responsible for managing and retaining a portfolio of business clients, providing advanced financial solutions and support. This role includes maintaining communication with clients, conducting plan reviews, and handling escalations to ensure client satisfaction and retention.
Requirements
Candidates should have a bachelor's degree in a business-related field or equivalent experience, along with a minimum of five years in the retirement industry. Strong communication, organizational skills, and knowledge of investments and fee schedules are essential.
Key skills
Client Service, Communication, Organization, Problem Solving, Investment Knowledge, Fee Benchmarking, Plan Design, ERISA Knowledge, Data Analysis, Financial Products, Relationship Management, Technical Knowledge, Education Support, Negotiation, Reporting, Collaboration
Keywords
Retirement, Financial Services, Client Management, Investment Reviews, Plan Health, ERISA, Portfolio Management, Financial Products, Fee Structures, Participant Education, Enrollment Support, Data Analysis, Communication Skills, Technical Knowledge, Problem Solving, Negotiation, Reporting