What are the responsibilities and job description for the CLIENT RELATIONSHIP MANAGER, RETIREMENT PLANS position at Alaant?
Do you have experience managing retirement plans? Are you seeking an opportunity for personal and professional growth while maintaining a work / life balance? If so, Alaant Workforce Solutions is proud to partner with an industry leader in employee benefits and retirement plan consulting.
Hours and Benefits for the Client Relationship Manager, Retirement Plans :
94,000 to $97,000 a year based on experience level
Additional 10% annual incentive
Hybrid work environment
Remote may be considered if located in Western NY
Health, Dental and Vision (Employer contributes 80%!)
401(k);
Employer contributes 2% of annual salary and an additional 8% of annual salary for a total contribution of 10% after one year of service
Up to 15 Vacation days, 12 Holidays, 12 Sick Days and 3 Personal Days
Responsibilities for the Client Relationship Manager, Retirement Plans :
Develop and nurture relationships with C-Suite executives, retirement plan committees, and board members
Educate senior management about the design, implementation, and overall effectiveness of the plan in achieving organizational objectives
Research and assess new legislation and regulations to understand their effects on clients' retirement plans
Oversee all transition processes with clients, chosen vendors, and team members to ensure a seamless and efficient onboarding for new clients
Requirements for the Client Relationship Manager, Retirement Plans :
Bachelor's degree and 5 years of retirement plan advisory experience (particularly with C-Suite level) required
New York State Life and Health license and Client 6 & 63, 65 required or obtained within six months post hire
Proficient in Microsoft Office (Outlook, Work, Excel, and PowerPoint)
Travel as required (at least 25%)
For more details on this role contact :
Alex Cosmer (he / him), Sr. Talent Acquisition Manager, alex.cosmer@alaant.com or (518) 689-0714
Alaant Workforce Solutions wants all interested applicants to know we hire a diverse workforce and are actively recruiting candidates in accordance with diversity, inclusion and equal opportunity policies._
This is an immediate opportunity. The interview process will be comprised of a combination of virtual and onsite meetings / interviews._
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