Senior Retirement Services Account Manager
2 weeks ago
At Disability Solutions, our core values shape our identity and inspire us to make a meaningful difference in the lives of those we serve. Our team members are the foundation of our organization, and every achievement we celebrate begins with their dedication. We are devoted to fostering a positive influence in our communities, promoting a culture of ongoing development, work-life balance, and inclusivity. We advocate for a digitally enhanced work environment to continuously improve the experiences of our employees and clients.
Overview
The Relationship Manager will oversee the most intricate Retirement Services client partnerships as designated. This role is accountable for maintaining and growing existing relationships, as well as acquiring new clients. The Relationship Manager holds overall responsibility for the stewardship of client partnerships and the provision of all offerings through Disability Solutions.
Responsibilities
- Facilitate the delivery of a cohesive and integrated client experience through exceptional execution aligned with Disability Solutions' value proposition. Ensure consistent management of Retirement Services for assigned clients. Collaborate with internal teams to guarantee seamless service delivery and uphold client satisfaction. Initiate activities and strategies to retain and expand Retirement Services client partnerships and enhance revenue for Disability Solutions. Organize, document, and implement the Retirement Services client relationship strategy.
- Enhance, broaden, and retain existing Retirement Services client partnerships by identifying cross-selling opportunities for Disability Solutions services and working collaboratively across the organization to achieve objectives. Build relationships with internal and external influencers to create an effective referral network for new prospects. Engage in community and business initiatives to elevate the profile and reputation of Disability Solutions. Oversee the completion of responses to Requests for Proposals for assigned Retirement Services accounts and new business opportunities. Provide technical sales support in the pursuit of new business. Meet annual sales targets. Serve as a mentor and trainer for junior Retirement Services Relationship Managers. Act as a Retirement Services technical resource for other Relationship Managers for specific administrative, leadership, or management tasks as assigned by the Relationship Team Manager.
- Ensure that assigned accounts are managed in accordance with the governing account documents. Complete all necessary reviews and reports promptly and accurately. Review and assess assigned Retirement Services accounts for their efficient and effective operation. Advise clients, both employee and corporate, regarding the design and management of assigned accounts. Interact with Retirement Services client contacts and others to maintain their trust without compromising fiduciary responsibilities. Communicate with client contacts to address routine inquiries regarding trust services, investments, and administrative matters, while escalating issues that exceed authority to superiors.
- This position may involve coaching and managing junior staff members.
Qualifications
Education
Bachelor's Degree or equivalent experience. Relevant degree related to the essential duties of this position is required.
Experience
A minimum of 10 years in Institutional Retirement Services relationship management, which includes overseeing new client acquisition, retaining and expanding existing partnerships, and servicing institutional retirement plans, is required.
In-depth knowledge of ERISA, defined contribution, and defined benefit plans is essential.
Certifications
AIF and QKA certifications are preferred.
Other Duties as Assigned by Manager
This role may encompass additional responsibilities as assigned by the manager. Each employee is accountable for understanding and adhering to all company policies, compliance programs, and regulations, ensuring that all compliance training is completed by established deadlines. This includes recognizing and addressing compliance risks within their department and escalating concerns to the appropriate management level.
Pay Transparency
To enhance transparency for candidates, we disclose base salary ranges in all job postings. Salary ranges are established based on the position, function, and responsibilities, benchmarked against similarly sized companies in our industry. Specific compensation will be determined based on a combination of factors including the candidate's knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.
The salary range for this position is $84,000 to $140,200 annually.
Additional Compensation Components
This position is eligible for equity in the form of restricted stock units and participation in a short-term incentive compensation plan based on individual and company performance.
Benefits
As part of our Total Rewards program, Disability Solutions offers a comprehensive benefits package for eligible employees. This includes medical plans with prescription drug coverage, flexible spending accounts or health savings accounts depending on the chosen medical plan, dental and vision insurance, life insurance, a 401(k) program with employer match, and an Employee Stock Purchase Plan. Additional benefits include paid time off programs, disability insurance coverage, maternity and parental leave, adoption assistance, educational assistance, and a robust wellness program with financial incentives. For more information on eligibility for these programs, please visit our Benefits & Wellness page.
EEO Statement
Disability Solutions is an equal opportunity employer committed to providing equal employment opportunities for all qualified individuals. We will recruit, hire, train, and promote individuals in all job titles, ensuring that all personnel actions are administered without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status.
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Disability Solutions currently or in the future.
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