Retirement Relationship Manager II

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 involves 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, Financial Products, Investment Knowledge, ERISA Knowledge, Plan Design, Data Analysis, Problem Solving, Negotiation, Education Support, Relationship Management, Technical Knowledge, Microsoft Word, Microsoft PowerPoint, Microsoft Excel

Keywords

Retirement, Financial Services, Client Management, Investment Reviews, Plan Health, Fee Benchmarking, Participant Education, Enrollment Support, Business Clients, Technical Knowledge, ERISA, Financial Products, Data Analysis, Negotiation, Communication Skills, Microsoft Office