Senior Retirement Services Client Relationship Manager

At C&N, we are committed to creating value through lifelong relationships with our customers, communities, shareholders, and teammates. Our unwavering dedication to our values—teamwork, excellence, respect, responsibility & accountability, integrity, and having fun—sets us apart.

About the role

You are passionate about helping others secure their financial future. As a Senior Retirement Services Client Relationship Manager, you will empower clients and their employees to make the most of their retirement plans.

Responsibilities

• Deliver education programs and training to help clients and employees understand and engage with their employer-sponsored retirement plans, including guidance on payroll submission, fund changes, and other plan activities.
• Serve as the primary contact for assigned retirement plans, building strong client relationships, ensuring compliance with regulatory requirements, and resolving complex issues related to plan administration and recordkeeping.
• Collaborate with clients to review and optimize plan designs, ensure regulatory compliance with IRS and ERISA standards, and assist with plan changes and enhancements.
• Conduct comprehensive reviews of retirement plans, analyze performance, manage compliance testing, oversee government filings, and advise on employer contribution calculations to ensure accuracy and alignment with client objectives.

Requirements

• Education & Experience: A bachelor's degree AND 4-6 years of related experience and/or training with a strong knowledge of ERISA regulations and retirement plan designs, or an equivalent combination of education and experience.
• Skills: Well-developed abilities and a proven track record in Adherence to Deadlines, Analytical Thinking, Attention to Detail, Communication (Verbal & Written), Customer Service, Problem Solving, Regulatory Compliance, and Client Relationship Management.
• Key Competencies: Customer Focus, Managing Complexity, Interpersonal Savvy, Instilling Trust, Managing Ambiguity.

Travel

Occasional travel to local branches or client sites may be required.

Why C&N?

• Achieve & Grow: Your success is our success. At C&N, you’ll grow alongside our customers as we work together to achieve meaningful goals.
• Learn & Develop: Collaboration is at the heart of what we do. You’ll learn from and with your teammates, fostering both personal and professional growth.
• Contribute & Be Rewarded: Your contributions make a difference, and we recognize your impact through competitive rewards and career advancement opportunities.
• Share & Celebrate: Together, we give back and celebrate the milestones that matter to our communities. We’re proud of our award-winning workplace culture, recognized repeatedly with the NBRI Circle of Excellence Award.

Comprehensive Benefits

• Paid Time Off: Generous vacation, personal, sick, family sick, and community service leave.
• Retail Savings: 401(k) with pre-tax and ROTH contribution options and a safe harbor match, plus an Employee Stock Ownership Plan (ESOP).
• Health & Wellness: Health, dental, and vision coverage, including employer-paid premium options for employee-only coverage. Health Savings Account (HSA) and Flexible Spending Accounts (FSAs) for medical and dependent care.
• Employer-paid life and disability insurance.
• Additional voluntary coverages to meet your unique needs.
• Career Development: Access to education and development programs and ongoing support for personal and professional growth.