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Senior Client Relationship Manager

2 months ago

Walnut Creek, California, United States Mutual of America Full time
Job Title: Senior Client Relationship Manager

Mutual of America is seeking a highly skilled Senior Client Relationship Manager to join our team. As a key member of our sales team, you will be responsible for building and maintaining long-term relationships with our clients and key personnel.

Responsibilities:
  • Build and maintain strong relationships with clients and key personnel
  • Manage the day-to-day operations and servicing of group retirement plan clients
  • Maintain compliance calendars for each client to ensure timely execution of required annual compliance tasks
  • Facilitate client inquiries and service requests in a proactive manner
  • Meet with clients to conduct plan review meetings
  • Manage pre and post-client meeting tasks, including preparation of meeting materials and post-review meeting minutes
  • Coordinate plan support services with the home office to ensure timely and accurate delivery
  • Engage in client retention and growth objectives within assigned client base
  • Seek opportunities for client service model enhancements and identify opportunities for increasing plan contributions
  • Work closely with the regional team to coordinate delivery of MOA services
  • Design participant education campaigns with the plan sponsor and Participant Account Representative
  • Conduct group education presentations, enrollment presentations, and participant 1:1 meetings as needed
  • Leverage existing client relationships for new opportunities within the region
  • Attend client events to enhance relationships
  • Manage Salesforce data, including client contact information, plan details, and client tasks
Requirements:
  • Prior work experience in the group retirement plan industry
  • Knowledge and understanding of corporate/group retirement plans, including retirement plan design, investment monitoring, plan administration, compliance testing, and retirement plan rules and regulations
  • Excellent business writing, presentation, and public speaking skills
  • Comfortable presenting in front of groups and C-suite executives
  • Client relationship management experience
  • Ability to handle pressure, prioritize, and multitask during a business day
  • Ability to work flexible hours
  • Active FINRA Series 6, 63, and SIE or must be obtained within the first year of employment
  • Active State Life and Health Insurance License (in all states covered) required or obtained within the first year of employment
  • Valid driver's license
What We Offer:
  • Competitive base salary
  • Annual bonus
  • Comprehensive benefits package, including medical, dental, and vision coverage, starting on day one of employment
  • 401(k) match: up to 9% of pay (salary and incentive compensation) in company contributions, plus a 100% employer match on employee contributions of up to 6% of pay
  • Parental leave: 8 weeks fully paid
  • Paid time off: 20 days plus two floating personal holidays
  • Matching gift program: Mutual of America matches donations of $25 or more to your favorite organizations

The salary range for this role is $85,000 - $120,000, with the potential for additional compensation through an annual bonus.

Mutual of America is an equal employment opportunity employer and welcomes applications from diverse candidates.