Business Development Manager

7 days ago


White Plains, New York, United States Pentegra Services, Inc. Full time
Job Overview

Pentegra Services, Inc. is a leading provider of retirement plan solutions.

Salary

The estimated salary for this role is $90,000 - $120,000 per year, depending on experience.

Job Description

The Relationship Manager will serve as the primary point of contact for clients, ensuring exceptional service and support to drive client satisfaction and retention.

  • Build and maintain strong relationships with senior management in clients' organizations to ensure retention of business.
  • Provide annual plan review meetings to ensure plans are operating effectively, identify areas for improvement, and recommend enhancements.

The ideal candidate will have 5-10 years of experience in the retirement plan industry, with expertise in Defined Contribution and/or Defined Benefit plan consulting, recordkeeping, and administration. A Bachelor's degree in business, accounting, or finance, or equivalent education or work experience, is preferred.

Requirements
  • Expertise in Defined Contribution and/or Defined Benefit plan consulting, recordkeeping, and administration.
  • Experience working with client senior management and Board members.
  • Strong understanding of ERISA and industry-related laws and regulations.
  • Series 6 licensed required.


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