Client Manager, Retirement Plans - The Baldwin Group Wealth Advisors

About the role

The Retirement Plan Consulting division of The Baldwin Group Wealth Advisors, LLC is seeking a Client Manager to assist with departmental objectives while maintaining relationships with key retirement plan sponsors (governmental and 401k).

Responsibilities

• Provide advice and support to plan fiduciaries via committee meetings in the areas of investment selection, plan provisions, and strategic recommendations to improve the plan.
• Respond promptly to client inquiries and troubleshoot in conjunction with the Provider, TPA, DCIO, or other subject matter experts.
• Conduct participant education meetings and seminars, including one-on-one consultations.
• Meticulously update CRM on a real time basis, and generate periodic departmental reports.
• Generate and coordinate client deliverables such as investment and plan reviews with a high emphasis on accuracy and meeting stringent deadlines.
• Quarter end is typically fast paced. Offer additional support in facilitating RFP’s from various vendors.
• Update and generate weekly reports utilizing the CRM and MS Office, adhering to departmental protocols.
• Aid in generating pitch decks and compiling competitive intelligence on upcoming prospect meetings.
• Assist in generating pitch decks and compiling competitive intelligence on upcoming prospect meetings.
• Special projects as needed.

Requirements

• Working knowledge of investment analytics (i.e. mutual funds, CIT’s, subaccounts, etc.).
• Polished written and oral communication skills.
• Familiarity with RPAG investment analysis software helpful but not required.
• Prior experience with CRM software (Redtail and Salesforce a plus).
• A proven track record of excellent customer service.
• Intermediate level knowledge of MS Office – Word, Excel, PowerPoint, Outlook.
• Extremely detail oriented, proactive, and reliable in all aspects.

Qualifications

• 1-3 years of experience in the financial services industry required.
• Experience with institutional retirement plans a plus but not required.
• Bachelor’s degree preferred.
• Advanced industry designations such as CPFA, AIF, QKA, CFP preferred.
• FINRA Series 65 and CA Life Insurance License required (Required within 90 days of hire if not already in possession).

Skills

• Working knowledge of investment analytics (i.e. mutual funds, CIT’s, subaccounts, etc.).
• Polished written and oral communication skills.
• Familiarity with RPAG investment analysis software helpful but not required.
• Prior experience with CRM software (Redtail and Salesforce a plus).
• A proven track record of excellent customer service.
• Intermediate level knowledge of MS Office – Word, Excel, PowerPoint, Outlook.
• Extremely detail oriented, proactive, and reliable in all aspects.

Benefits

Compensation starts at $75,000+ annually and is negotiable at time of offer.

Schedule

Full-time position.

Pay

$75,000+ annually and is negotiable at time of offer.