Retirement Relationship Manager

Description

Join us at Christian Brothers Services, where our mission is to support and serve the Catholic Church and its ministries across the nation. We're seeking a dynamic and experienced professional to join our team as a Retirement Relationship Manager.The Retirement Relationship Manager is the primary employer contact, responsible for building and maintaining relationships with key decision makers, assist employers with employee engagement in the retirement programs, lead employee meetings as requested and answer day-to-day administration questions.   The Relationship Manager will seek to provide exceptional customer service, high customer satisfaction and service retention, partnership with internal teams and expand services where possible. The Retirement Relationship Manager is the primary employer contact, responsible for building and maintaining relationships with key decision makers, assist employers with employee engagement in the retirement programs, lead employee meetings as requested and answer day-to-day administration questions.   The Relationship Manager will seek to provide exceptional customer service, high customer satisfaction and service retention, partnership with internal teams and expand services where possible. If you're passionate about leveraging your sales and customer relations management expertise to drive impactful initiatives in alignment with our mission, we invite you to be a part of our dedicated team. 

Responsibilities include but are not limited to the following:

• Ensure the timely and successful delivery of retirement services and handle client interactions to resolve plan administration issues

• Onboard retirement plan customers including project plan management, communication, documentation, compliance and employer and worker education to ensure successful enrollment

• Prepare and lead employee retirement education meetings, whether on-site or online/via Teams, Zoom, etc.

• Maintain and communicate an in-depth understanding of internal policies, procedures and legal parameters that are unique to church benefit plans. This involves staying informed as products, markets, technology and legal environments change

• Collaborate with extended service teams to provide information on fiduciary duties, participant communication and education strategies

• Provide analysis and advice to resolve both the short-term and longer-term retirement benefit needs of customers

• Develop a comprehensive, customer-centric relationship management strategy and business plan for each client in your book of business; demonstrate ownership and accountability as client’s “trusted partner”

• Identify new business opportunities with existing customers

• Utilize SalesForce.com to provide detailed account documentation and track key account metrics

• Assist in written and in-person communications initiatives surrounding pension plan and 403(b)/401(k) issues

• Work with Managing Director and Relationship Manager/Sales teams to prepare retirement related RFPs and attend sales presentations

Benefits:

• 403(b)
• 403(b) matching
• Pension
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Qualifications

Qualifications:

• College degree required.

• Prefer associates to have 5-10 years of Relationship Management or Client Service experience within Retirement industry

• 5 years of Experience with multiple employer defined benefit pension and 403(b)/401(k) plans preferred

• Strong relationship management experience and sales related experience preferred.

• Excellent presentation, influence, and negotiation skills, as well as strong organizational, time management and executive presence capabilities will be needed to excel in this position.

• Advanced 401(k)/403(b), compliance, plan documentation and investment knowledge.

• Excellent verbal and written communications skills

Skills:

• Shows Humility and has a Mission-driven approach
• Assumes Ownership of tasks, actions and outcomes
• Builds Authentic Relationships
• Collaborative
• Analyzes issues, diagnoses problems and develops effective solutions
• Thinks strategically
• Exhibits a growth mindset
• Customer-Service orientated
• Gets things done
• Adaptable and seeks improvement
• Sets challenging goals and confronts challenges Displays professionalism
• Acts with transparency