Client Relationship Manager

TEAM MEMBER ROLE

Role: Client Relationship Manager
Acropolis Retirement Plan Solutions

Reports To: Director, Acropolis Retirement Plan Solutions

Are you one of the rare ones who finds working with 401(k) plans interesting, or dare we say even …fun?!? Do you truly understand what it means to consistently deliver the highest level of service to your clients? Do you get energized by helping others understand how to be successful in saving for their retirement? Do you enjoy being an integral member of a close-knit, dedicated team? Then we are your people!

Acropolis Investment Management, LLC, is a Registered Investment Advisory firm whose 401(k) team provides trusted fiduciary advice and counsel to plan sponsors, and delivers personalized investment education/consultations to plan participants. In concert with our recordkeeper and TPA partners, we coordinate and help our clients manage every aspect of their retirement plan.

We are seeking a Client Relationship Manager for our 401(k) team who will work directly with our 401(k) clients, participants, recordkeepers, and TPAs. This is a hybrid position (office/WFH/client visits). The candidate must reside in the greater St. Louis metro area due to in-person client meetings.

A successful Client Relationship Manager at Acropolis will possess the following characteristics:

• Integrity, reliability, resilience and a sense of humor

• Excellent interpersonal, presentation, written, and verbal communication skills

• Willingness to work closely with and be accountable to other team members

• Strong organizational skills

• Ability to effectively manage and track many tasks, issues and projects at once

• Ability to think outside of the box to improve procedural efficiency and the delivery of services

• Ability to work with and take direction from other team members

• Confidence to ask questions and provide constructive suggestions to all levels of an organization

• Entrepreneurial spirit; desire and willingness to make a difference and help grow a company

• Ability to work in an open environment without physical barriers between co-workers

Preferred Skills and Experience:

• NASD Series 65 license required within 90 days of hire

• ASPPA designation(s), or a willingness to obtain them within 24 months of hire

• 4-year college degree or equivalent trade-off in related professional work experience.

• 3 years’ industry experience in:

o Client Relationship Management and/or

o 401(k) plan administration, compliance or design

• Strong understanding of financial products: Mutual Funds; Group Annuity Contracts, Equities, Bonds, Stable Value Accounts

• Working knowledge of all types of retirement plans, including defined benefit, target benefit, cash balance, money purchase, profit sharing, 403(b) and 401(k) plans

• Proficient in Microsoft Word, Excel, PowerPoint, Outlook

• Ability to travel 15-25% (mostly local during weekdays, with some overnight travel)

Acropolis offers employees a robust benefits package, including but not limited to:

• Paid vacation, leave, holidays, personal and sick days

• Medical, dental, long-term disability and basic life insurance

• Health Savings Account

• 401(k) plan with 3% employer contribution plus discretionary profit sharing

• Reimbursement programs

• Onsite wellness programs with cash rewards

• Cell phone

• Client referral program

TO APPLY: Please submit resume and cover letter to ARPS@acrinv.com

Please include “Client Relationship Manager” in the subject line.

Job Type: Full-time

Pay: $60,000.00 - $80,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Employee assistance program
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Retirement plan

Schedule:

• Monday to Friday

Supplemental Pay:

• Bonus opportunities

Education:

• Bachelor's (Preferred)

Ability to Commute:

• Chesterfield, MO 63017 (Required)

Ability to Relocate:

• Chesterfield, MO 63017: Relocate before starting work (Required)

Work Location: Hybrid remote in Chesterfield, MO 63017

Salary : $60,000 - $80,000