Sr Manager Client Executive

Responsibilities

• Manage an assigned book of business through proactive meetings and touch points with advisors and clients, including annual plan reviews.
• Provide strategic and tactical consulting to support client goals for qualified retirement plans.
• Cross-sell additional products and services using a consultative approach to deepen relationships and improve profitability.
• Serve as the primary escalation point for service-related issues by identifying root causes and coordinating resolution through appropriate resources.
• Consult with clients and advisors on qualified plan design and interpret plan provisions to support desired outcomes.
• Consult on plan enhancements and upgrades, including conversion of legacy investment contracts to newer products.
• Communicate product, service, and investment enhancements, including new offerings and changes to existing solutions.
• Educate clients on company processes, procedures, systems, and technology used by participants and plan sponsors.
• Manage special projects as assigned.

Qualifications

• Bachelor’s degree in a business related field or equivalent experience.
• FINRA series 6, 63, and required life insurance licenses, or obtain within six months.
• Seven years of client management experience.
• Advanced knowledge of retirement programs and subject matter expertise in plan management, including technical, compliance, administration, investment, and participant solutions.
• Understanding of industry and competitive best practices.
• Excellent communication, presentation and relationship-building skills.
• Decision-making and problem-solving skills.
• Research skill and attention to detail.
• Proficiency using MS Office tools.