Client Relationship Manager

3 weeks ago


Independence, United States MAI Capital Management, LLC Full time

GENERAL JOB DESCRIPTION The Client Relationship Manager (CRM) is an individual contributor responsible for relationships with Corporate Retirement Plan Sponsors. The CRM manages a book of business comprised of small and mid-sized companies and is responsible for overall client satisfaction, retention and relationship expansion.This position is located inCleveland, OH. MAJOR DUTIES AND RESPONSIBILITIES Form, maintain and strengthen relationships with key clients. Develop and manage business plans that identify key clients and list action steps to strengthen those relationships Responsible for client retention and manages pricing strategy, RFIs, RFPs, and benchmarking exercises for client portfolio.Manage negotiations for existing clients. Participate in the sales process for new 401(k) business. Identifies business opportunities for both organic growth and across the company. Work within the organization to develop, position, and implement these solutions. Consult with clients on investment issues including performance, diversification, style and suitability Work with plan sponsors to design participant education campaigns that drive increased participation and contribution rates and improve overall plan health. EXPERIENCE/CREDENTIALS Minimum of 4 years of experience in the financial services industry or 2 years within the defined contribution marketplace Bachelor’s degree preferred or equivalent work experience Preferred: client management experience with knowledge of plan design features for 401(k) and non-qualified, ERISA plans, legal and regulatory framework, industry trends Industry certifications and FINRA licensing preferred (FINRA series 6 or 7 and 63, State insurance license) COMPETENCIES Thrives in a team-based environment. Ability to work in a dynamic and fast-paced environment. Maintains absolute confidentiality of client informationand safeguards client and company data; maintains high ethical standard in all practices Demonstrate knowledge of defined contribution financial products and services Ability to travel frequently (25 – 40%) Preferred: consultative and negotiation skills, demonstrate strong verbal and written communications skills

#J-18808-Ljbffr


  • Client Rep

    3 weeks ago


    Independence, United States Alacrity Acquisitions Inc Full time

    Job DescriptionJob DescriptionOverview:Alacrity Acquisitions is passionate about its people and culture. We believe our team should be excited about coming to work and so we invest our time and energy into making sure that Alacrity Acquisitions is a fun place to be.We’re client drive! Our team is able to acquire quality, long-term customers for our clients...

  • Client Rep

    1 month ago


    Independence, United States Alacrity Acquisitions Inc Full time

    Job DescriptionJob DescriptionOverview:Alacrity Acquisitions is passionate about its people and culture. We believe our team should be excited about coming to work and so we invest our time and energy into making sure that Alacrity Acquisitions is a fun place to be.Were client drive! Our team is able to acquire quality, long-term customers for our clients...


  • Independence, United States BEAUTY BRANDS Full time

    Job DetailsJob Location127 - Independence, MOPosition TypeFull-Time/Part-TimeJob ShiftDayJob CategoryRetailDescriptionBeauty Brands is hiring a Client Service Specialist who is passionate about helping others, loves beauty products, and works well in a team environment. Our associates provide excellent customer service and help drive engagement that supports...


  • Independence, United States CSA Group Testing & Certification, Inc. Full time

    Employment Status:RegularTime Type:Full timeBUILDING A WORLD CLASS TEAM STARTS WITH YOUAt the heart of CSA Group is a vision: making the world a better, safer, more sustainable place. It's been part of our mission for nearly one hundred years: from the first engineering standard for railway bridges developed in 1919, to more than 3,500 standards, codes &...


  • Independence, United States OTW Full time

    Job DescriptionJob DescriptionOur team at OTW Events works closely with charitable and not-for-profit organizations to increase awareness and provide crucial support for their initiatives. By engaging community members through a personalized and face-to-face environment, our team is able to create genuine connections that provide our clients with lasting and...


  • Independence, United States Elevance Health Full time

    Strategic Sales Manager Location: Must reside within 50 miles of Seven Hills, OH. Position has both office/remote expectations. Compensation: Base salary + Sales Incentive The Strategic Sales Manager is responsible for new business acquisition, based on business size and scope and provides a consultative sales approach to Individual, Small and/or Large...

  • Center Manager

    12 minutes ago


    Independence, United States Hair Club Full time

    HairClub is looking for a Center Manager to lead all operations in our Center in order to ensure success in terms of sales, member experience, profitability, efficiency, and safety. As a Center Manager, you will be responsible for hiring, training, and managing Center talent and holding your team accountable. Do you want to be a part of The Club, make a...


  • Independence, United States Clean Harbors Full time

    Clean Harbors is seeking a nationwide Utilities Corporate Account Manager to join the Utility Sales Team. Our Corporate Account Managers are charged with handling our most crucial clients, are responsible for all aspects of the Corporate Account strategy, from the strategic vision to the execution of critical programs that develop and deepen our...


  • Independence, United States Clean Harbors Full time

    Clean Harbors is seeking a nationwide Utilities Corporate Account Manager to join the Utility Sales Team. Our Corporate Account Managers are charged with handling our most crucial clients, are responsible for all aspects of the Corporate Account strategy, from the strategic vision to the execution of critical programs that develop and deepen our...


  • Independence, United States Clean Harbors Full time

    Clean Harbors is seeking a nationwide Utilities Corporate Account Manager to join the Utility Sales Team. Our Corporate Account Managers are charged with handling our most crucial clients, are responsible for all aspects of the Corporate Account strategy, from the strategic vision to the execution of critical programs that develop and deepen our...

  • Wealth Specialist

    6 days ago


    Independence, United States MAI Wealth Management, Inc. Full time

    Job DescriptionJob DescriptionGENERAL JOB DESCRIPTIONThe Wealth Specialist, Senior Associate will be a member of a dynamic family office team that supports high net worth client relationships. We help our clients by developing individualized plans for everything from retirement goals to business succession planning to family legacy intentions. Tax planning...

  • Wealth Specialist

    5 days ago


    Independence, United States MAI Wealth Management, Inc. Full time

    Job DescriptionJob DescriptionGENERAL JOB DESCRIPTIONThe Wealth Specialist, Senior Associate will be a member of a dynamic family office team that supports high net worth client relationships. We help our clients by developing individualized plans for everything from retirement goals to business succession planning to family legacy intentions. Tax planning...


  • Independence, United States Clean Harbors Full time

    Clean Harbors is seeking a nationwide Utilities Corporate Account Manager to join the Utility Sales Team. Our Corporate Account Managers are charged with handling our most crucial clients, are responsible for all aspects of the Corporate Account strategy, from the strategic vision to the execution of critical programs that develop and deepen our...


  • Independence, United States Clean Harbors Full time

    Clean Harbors is seeking a nationwide Utilities Corporate Account Manager to join the Utility Sales Team. Our Corporate Account Managers are charged with handling our most crucial clients, are responsible for all aspects of the Corporate Account strategy, from the strategic vision to the execution of critical programs that develop and deepen our...


  • Independence, United States United Way Full time

    Position Summary This position assists the Vice President for Digital Strategy and Communications in administration, coordination, creation and implementation of all elements of the marketing, public relations and advertising functions of the United Way of the Midlands. This position will be responsible for managing United Way’s media relations among other...


  • Independence, United States Priority1 Full time

    Priority1 strives to go beyond simply offering jobs. We foster careers by creating a great working environment for our team members. We hire talented individuals who will provide the best support and can quickly adapt to the rapidly changing world of logistics. These talented men and women drive our business, and we are committed to their success. Priority1...

  • Procurement Manager

    3 weeks ago


    Independence, United States Flynn Group Full time

    Position Description The Procurement Manager position focuses on Restaurant Maintenance & Repair (M&R) and is responsible for sourcing, category management and tactical purchasing activities across multiple areas of spend in collaboration with operations and cross-functional team members. Essential Duties and Responsibilities Identify & Realize...


  • Independence, United States MRINetwork Jobs Full time

    Job DescriptionJob DescriptionOversee and direct a Consulting Engineering Practice that provides electric distribution engineering solutions to electric utility clients in various locations throughout the US. This client facing role requires a combination of strong leadership, technical engineering and communication skills and the ability to coach and mentor...

  • Procurement Manager

    4 weeks ago


    Independence, United States Flynn Group Full time

    Position DescriptionThe Procurement Manager position focuses on Restaurant Maintenance & Repair (M&R) and is responsible for sourcing, category management and tactical purchasing activities across multiple areas of spend in collaboration with operations and cross-functional team members.Essential Duties and ResponsibilitiesIdentify & Realize Cost-improvement...

  • Procurement Manager

    1 month ago


    Independence, United States Flynn Group Full time

    Position DescriptionThe Procurement Manager position focuses on Restaurant Maintenance & Repair (M&R) and is responsible for sourcing, category management and tactical purchasing activities across multiple areas of spend in collaboration with operations and cross-functional team members.Essential Duties and ResponsibilitiesIdentify & Realize Cost-improvement...