Retirement Plans Relationship Manager

2 weeks ago


New Orleans, Louisiana, United States Direct Staffing Inc Full time
Retirement Plans Relationship Manager

We're seeking a skilled Retirement Plans Relationship Manager to join our team at Direct Staffing Inc. As a key member of our team, you will be responsible for delivering exceptional customer service to channel relationships, plan decision-makers, and plan participants for assigned accounts within a Retirement Plans Service region.

Key Responsibilities:
  • Develop and manage effective primary relationships with plan sponsors and channel relationships through frequent client contact, including on-site visits, proactive phone calls, professional negotiation, responsive communication, and problem resolution.
  • Work with sponsors and channel relationships to understand their concerns and needs and, as needed, act as liaison between home office departments and the customer to initiate plan improvements and resolve issues.
  • Inform the customer in a timely manner of industry and regulatory changes and explain the impact on the client.
  • Provide plan design consulting services and drive client retention by delivering annual plan review to decision-makers and initiating proactive client contact and meetings.
  • Coordinate the installation of assigned new groups with the plan sponsor and channel relationships, including assisting in the data collection process, managing the new business submission process, delivering documents and agreements, communicating with the plan sponsor and channel relationship, and other activities related to a new plan.
  • Deliver all aspects of the enrollment, re-enrollment, and education process, including proactively scheduling, determining content, preparing for, and delivering meetings.
  • Participate in sales presentations as a relationship manager when requested by sales manager and promote new products and services to plan sponsors.
Requirements:
  • Bachelor's degree required, with degree or experience in Business Administration preferred.
  • 3+ years demonstrated relationship management experience in the retirement plans field or an equivalent combination of education and/or relevant experience.
  • Good knowledge of qualified plans, ERISA, and qualified plan investments.
  • Bilingual fluency (English and Spanish) with language skills in a professional setting required.
  • Travel is required.
Ideal Candidate:

We're looking for a candidate located in New Orleans or willing to relocate, with a proven track record in relationship management and a strong understanding of qualified plans and ERISA. Ideal candidates should have experience working with companies such as Great-West, Securian, John Hancock, or Principal.



  • New Orleans, Louisiana, United States Direct Staffing Inc Full time

    Retirement Plans Relationship ManagerWe are seeking a highly skilled Retirement Plans Relationship Manager to join our team at Direct Staffing Inc. As a key member of our team, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional customer service, and driving business growth.Key...


  • New Orleans, Louisiana, United States Marriott International Inc Full time

    About the RoleWe are seeking a highly skilled and experienced Event Planning and Operations Manager to join our team at Marriott International Inc. As a key member of our events team, you will be responsible for planning and executing meetings and special events that exceed our guests' expectations.Key ResponsibilitiesEvent Planning and Execution: Assist in...


  • New Orleans, Louisiana, United States Hancock Bank Full time

    Job SummaryWe are seeking a highly skilled Equipment Finance Relationship Manager to join our team at Hancock Bank. As a key member of our commercial banking team, you will be responsible for developing and expanding equipment finance related customer relationships.ResponsibilitiesPartner with Bank markets to develop equipment finance prospect and customer...


  • New Orleans, Louisiana, United States Spade International Group Full time

    Job OverviewPosition: Client Relationship Manager (Entry Level) About Spade International Group:At Spade International Group, we embrace a culture of diversity that fosters growth and learning through collaboration and mentorship. Our commitment to teamwork enables us to achieve our objectives by sharing ideas and perspectives. Key Responsibilities:Deliver...


  • New Orleans, Louisiana, United States Housing Authority of New Orleans Full time

    Job SummaryThe Housing Authority of New Orleans seeks a highly skilled and experienced Controller to oversee the financial planning and accounting tasks related to the public housing operating program, capital fund program, and other grant programs. Reporting to the Chief Financial Officer, the successful candidate will be responsible for managing accounting...


  • New Orleans, Louisiana, United States Workday Full time

    Your journey to a fulfilling career starts here.At Workday, our story began with a simple yet profound conversation over breakfast. Our founders envisioned a transformative approach to the enterprise software landscape, and from that moment, our culture has been our cornerstone. We prioritize our people, fostering an environment where the happiness, growth,...


  • New Orleans, Louisiana, United States Deane Retirement Strategies, Inc. Full time

    About UsDeane Retirement Strategies, Inc. is a boutique investment advisory firm based in downtown New Orleans. Our team is dedicated to providing personalized financial services and retirement planning to our clients. We prioritize building strong, long-term relationships and delivering customized solutions that meet our clients' unique needs.Job SummaryThe...


  • New Orleans, Louisiana, United States Deane Retirement Strategies, Inc. Full time

    About UsDeane Retirement Strategies, Inc. is a boutique investment advisory firm in downtown New Orleans dedicated to delivering personalized financial services and retirement planning to our clients. We pride ourselves on building long-term relationships and providing customized solutions that meet our clients' unique needs.Job SummaryThe Administrative...


  • New Orleans, Louisiana, United States Motorola Solutions Full time

    Company OverviewAt Motorola Solutions, we are driven by a collective mission – empowering individuals to excel in critical moments. Our commitment to safety is at the forefront of our operations, as we strive to create secure environments for communities, educational institutions, healthcare facilities, and businesses alike. We are dedicated to developing...


  • New Orleans, Louisiana, United States American Cash Advance Company Full time

    Customer Service RepresentativeAs a vital member of our team, the Customer Service Representative plays a crucial role in ensuring customer satisfaction and fostering positive relationships.Key Responsibilities:Develop and maintain strong customer relationships to enhance loyalty.Engage in proactive outreach to clients regarding outstanding payments.Conduct...


  • New Orleans, Louisiana, United States HHH Affiliates Full time

    Position OverviewThe Remote Resort and Cruise Planning Specialist at HHH Affiliates will play a pivotal role in curating exceptional travel experiences for our clientele. This individual will engage with clients to discern their travel desires, offering knowledgeable insights on various destinations while ensuring a smooth travel journey.Key...


  • New Orleans, Louisiana, United States Solaris Enterprises Full time

    We are seeking a highly skilled and experienced PR Manager to join our team at Solaris Enterprises. As a PR Manager for client accounts, you will be responsible for managing client budgets in the B2B and B2C sectors, providing proactive communication advice, and managing clients, projects, and campaigns.Your Key ResponsibilitiesDevelop and implement...


  • New Orleans, Louisiana, United States InsideHigherEd Full time

    Job Summary:The Space Management Director at InsideHigherEd is responsible for overseeing all aspects of the university's building and space use inventory, ensuring seamless integration with campus-wide strategic initiatives and master plans.Key Responsibilities:Identify opportunities for space efficiency and improvements in utilization to align with...


  • New Orleans, Louisiana, United States Uline Full time

    Position OverviewAs a key member of our finance team, the Financial Analyst will play a crucial role in supporting the strategic initiatives of our organization. This position is based at our corporate headquarters and offers a collaborative environment where your contributions will be valued.Key Responsibilities- Analyze monthly financial reports for...


  • New Orleans, Louisiana, United States LCMC Health Full time

    About the RoleWe are seeking an experienced Executive Vice President of Finance and Operations to join our team at LCMC Health. This is a critical leadership position that will play a key role in driving the financial and operational success of our organization.Key ResponsibilitiesProvide strategic financial guidance and leadership to senior leadership and...

  • IT Project Manager

    2 weeks ago


    New Orleans, Louisiana, United States LSUHSC-New Orleans Full time

    Job Title: IT Project ManagerLSU Health New Orleans is seeking a highly skilled IT Project Manager to lead the management of projects for the IT department. Reporting directly to the CIO, the incumbent will be responsible for planning, organizing, and implementing Information Technology projects as well as implementing Project Portfolio Management within the...


  • New Orleans, Louisiana, United States Marriott International Inc Full time

    JOB SUMMARYThe Events Manager is accountable for the preparation of all event documentation and collaborates with Sales, property departments, and clients to ensure a consistent and high-quality service throughout the pre-event, event, and post-event phases of property events. This role primarily manages events of moderate complexity, ensuring a smooth...


  • New Orleans, Louisiana, United States Hajoca Corporation Full time

    About Hajoca CorporationHajoca Corporation is a leading wholesale distributor of plumbing, heating & cooling, and industrial supplies. Founded in 1858, the company is built on the principles of "Service, Integrity, Reliability," and strong relationships with teammates, customers, and suppliers.About the RoleWe are seeking a highly skilled and experienced...


  • New Orleans, Louisiana, United States H&H Full time

    Job OverviewWe are seeking a seasoned professional to assume a leadership role in our engineering practice. As a Senior Engineering Manager, you will be responsible for managing design projects, coordinating among various project design disciplines, and overseeing office operations.Key Responsibilities:Lead design projects and ensure seamless coordination...


  • New Orleans, Louisiana, United States Louisiana Community and Technical College System Full time

    Job Title: Business Advisor for the Goldman Sachs Small Businesses ProgramWe are seeking a highly motivated and experienced Business Advisor to join our team at the Louisiana Community and Technical College System. As a Business Advisor, you will play a critical role in identifying, developing, and cultivating partnerships with relevant stakeholders to...