Client Relationship Manager

6 days ago

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

At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid foundation of integrity, excellence, and social responsibility. We were founded in 1945 to provide small and mid-sized nonprofit organizations with pension and retirement-related services, along with leading customer support. Today, we provide these services also to for-profit companies, as well as to governmental entities, Tribal enterprises, institutional investors, and individuals. We work diligently to understand the needs of our customers so we can help them achieve their financial savings goals. We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future.

Role Summary: Our San Francisco office is one of 33 Regional Offices and several Branch Offices located across the continental United States, (in addition to our New York City Headquarters and our Boca Raton, Florida location). The Client Relationship Manager will report to the Regional Office Head and join our dedicated sales team who are all full of energy and enthusiasm and are highly driven to succeed.

Responsibilities:
  • Build and maintain long-term relationships with clients and key personnel
  • Manage the day-to-day operations and servicing of group retirement plan clients
  • On an ongoing basis, maintain compliance calendar for each client to ensure timely execution of required annual compliance tasks
  • Facilitate client (plan sponsor), and participant inquiries and service requests in a proactive manner
  • Meet with clients (board members, committees, and C-suite executives) to conduct plan review meetings
  • Manage pre and post client meeting tasks: preparation of meeting material (plan health reports, investment reviews, plan design, compliance, legislative updates), post-review meeting minutes, plan amendments, fund changes etc.
  • Coordinate plan support services (audit support, 5500's, NDT testing) with home office to ensure services are delivered timely and accurately
  • Engage in client retention and growth objectives within assigned book of clients
  • Seek opportunities for client service model enhancements and identify opportunities for increasing plan contributions (payroll integration, plan design enhancements, etc.)
  • Work closely within the regional team (Regional Officer, Group Account and Participant Account Representatives) to coordinate appropriate delivery of MOA services
  • Work with plan sponsor and Participant Account Representative to design participant education campaigns
  • Conduct group education presentations, enrollment presentations, and participant 1:1 meeting to the employees of a client when needed (when participant account representative is unavailable)
  • Leverage existing client relationships for new opportunities within the region
  • Attend client events (with regional team) to enhance relationship
  • Salesforce upkeep (input client contact data, update plan information, manage client tasks)
Required Qualifications:
  • Excellent business writing, presentation, and public speaking skills
  • Comfortable presenting in front of groups & 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 first year of employment
  • Valid driver's license
Preferred Qualifications:
  • Bachelor's Degree
  • Prior work experience in group retirement plan industry
  • Knowledge and understanding of corporate/group retirement plans (403(b), 401(k) and 457 plans) including: retirement plan design, investment monitoring, plan administration, compliance testing and enhanced understanding of retirement plan rules & regulations.
What we offer you:
  • Competitive base salary
  • Annual Bonus
  • Comprehensive Benefits Package (medical, dental, and vision) that starts day one of employment
  • 401(k) Match: You will be eligible to receive up to 9% of your pay (salary and incentive compensation) in Company contributions. A non-elective employer contribution of 3%, 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

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