Senior Client Relationship Manager - Hybrid (Phoenix, AZ)

About the role

The Senior Client Relationship Manager plays a crucial role in supporting retirement plan clients, collaborating with Plan Advisors, and internal specialists to ensure client satisfaction and retention.

Responsibilities

• Own and manage the client relationship end-to-end as a non-producing relationship manager, serving as the primary point of contact for plan sponsors and provider partners.
• Provide excellent client service that aligns with our company’s values and reputation.
• Partner with the Plan Advisor to build and execute annual service and relationship plans, including governance calendars, deliverables, and client communications.
• Organize fiduciary review meetings, coordinate with provider partners on action items and deliverables, and create agendas, meeting minutes, and follow-up communications.
• Review and prepare quarterly investment and fiduciary reports and support benchmarking and fee analysis activities.
• Update client records and workflows in Salesforce (CRM) and fi360/Toolkit® (investment monitoring system) to ensure accurate documentation and follow-through.
• Research client inquiries regarding plan compliance and operations, proactively leveraging internal resources and escalating appropriately to advisors, specialists, and external partners.
• Work with service partners to provide day-to-day support to plan administrators and participants.
• Oversee plan conversion projects, coordinate implementation timelines, and support provider relationship management.
• Work with internal OneDigital partners on joint client initiatives and bring the right experts to the table to solve client needs.
• Facilitate participant education initiatives and collaborate with lead financial coach(es) assigned (as applicable).
• Support and facilitate year-end compliance processes and plan audits as needed.

Qualifications, Skills and Requirements

• Five to 10 years of experience in the financial services industry, with direct experience supporting retirement plan clients (e.g., 401(k), 403(b), and/or non-qual plans).
• Demonstrated experience managing ongoing client service delivery and complex workflows across internal and external stakeholders.
• Strong understanding of capital markets and retirement plan investment vehicles.
• FINRA Series 65 required (or ability to obtain within 3 to 6 months of hire).
• Working knowledge of ERISA and other retirement plan-related regulations (e.g., DOL, IRS).
• Proficiency with Microsoft 365 (Word, Excel, PowerPoint, Teams), SharePoint, Zoom, and Salesforce.
• Professional designations (such as C(k)P, CPFA, AIF) preferred but not required.

Pay

The typical base pay range for this role is $150,000 - $175,000. Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance.

Benefits

• We offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs.
• You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

Schedule

We offer flexible schedules to accommodate the needs of our employees.