Client Relationship Manager

Role Description

RMR Wealth is seeking a highly motivated, client-focused Client Relationship Manager to join our growing Retirement Plan Team in Montclair, NJ or Scottsdale, AZ. This role is ideal for an experienced retirement plan professional who enjoys building strong client relationships while managing the day-to-day client service responsibilities that ensure retirement plans run efficiently and effectively.

What You'll Do

• Serve as a primary relationship manager for retirement plan sponsor clients.
• Build and maintain strong relationships with plan fiduciaries, HR professionals, payroll contacts, and service providers.
• Respond promptly to client inquiries and proactively identify solutions to client issues.
• Cook up and participate in client meetings, investment reviews, fiduciary review meetings, and educational presentations.
• Aid in participant education initiatives and enrollment support.
• Ensure a best-in-class client experience through consistent communication and follow-through.

Team Collaboration & Growth Initiatives

• Partner closely with Retirement Plan Advisors to deliver exceptional client outcomes.
• Aid in identifying opportunities to improve processes, enhance client service models, and increase operational efficiency.
• Support business development efforts, including proposal preparation, benchmarking reports, and prospect presentations.
• Utilize technology and industry best practices to enhance the retirement plan experience for clients and participants.

Qualifications

• 1-5 years of experience in retirement plan, financial planning, wealth management, banking, financial services, or a related field.
• A strong understanding of 401(k) plans and qualified retirement plan administration.
• Experience working 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 simultaneously.
• Demonstrated problem-solving abilities and attention to detail.
• Proficiency with Microsoft Office Suite, including Excel, PowerPoint, Outlook, and Word.
• Ability to work both independently and collaboratively within a team environment.

Preferred

• Experience with Qualified Retirement plans such as, 401(k) Profit Sharing, Defined Benefit, Cash Balance, Multiple Employer Plans (MEP), and Pooled Employer Plans (PEP).
• Experience within a retirement plan advisory, consulting, TPA, recordkeeping, or wealth management firm.
• Series 65 license (or willingness to obtain).
• Industry specific designations such as AIF®, CPFA®, CRPS®, QKA®, or CFP®.
• Experience with CRM and retirement plan technology platforms.
• Bachelor’s degree in finance, Business, Economics, or a related field.

Compensation & Benefits

Competitive salary with eligibility for Individual Performance Bonuses and Company Performance Bonuses.
Base Salary: $65,000 - $70,000
Total Compensation Potential: $75,000 - $80,000
Significant long-term earnings potential tied to professional development, client relationship management, and firm growth.

Comprehensive Benefits Package:
401(k) and HSA with employer match.
Two weeks of paid vacation and paid holidays off.
Access to Health, Dental, Vision, and Life Insurance.
Access to Ancillary Benefits (voluntary or supplemental benefits).

Continuing education support and resources.
Scholarships available for professional development designations.

About RMR Wealth

RMR Wealth is an independent, planning-first firm serving individuals, families, organizations, and institutions. With over $3 billion in assets under management, the firm is built to support long-term relationships, thoughtful growth, and enduring partnerships. For 40 years, RMR Wealth advisors have helped clients organize financial complexity, gain clarity through education, and make confident financial decisions through comprehensive planning and disciplined investment management.