Client Executive Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee a designated portfolio, delivering strategic and tactical planning through proactive interactions and meetings with advisors and clients, including annual plan assessments.

• Promote additional products and services to strengthen client relationships and enhance profitability using a consultative approach.

• Act as the escalation point for service-related concerns.

• Identify underlying issues and develop strategies for resolution; manage resources until issues are resolved.

• Advise clients and advisors on qualified plan design matters.

• Clarify and explain plan provisions to achieve client objectives.

• Analyze and interpret discrimination testing regulations and outcomes; provide consulting on potential solutions.

• Advise on plan improvements and upgrades, including transitioning older investment contracts to modern products.

• Keep clients and advisors informed about product and service advancements.

• Educate clients on company processes, procedures, and resources, including participant and plan sponsor systems and technology.

• Consult with clients regarding participant communication strategies and options.

• Organize workshops and ensure the fulfillment of enrollment materials.

• Provide reports on the effectiveness of strategies and programs.

• Consult on plan termination matters and submit requests for processing.

• Stay updated on corporate actions such as mergers and acquisitions to proactively advise clients and advisors.

• Balance the competing interests of clients and service providers.

• Manage special projects as assigned.

⛳️ Requirements

• Bachelor’s degree in a business-related discipline or equivalent education/experience.

• A decade of experience in the retirement industry or a similar field.

• Possession of FINRA Series 6 and 63, or ability to obtain within 6 months of starting the role.

• Life and Health insurance licenses, as mandated by state(s), or ability to obtain within 12 months of job entry.

• Comprehensive understanding of ERISA and trends in the retirement industry.

• In-depth knowledge of retirement programs and expertise in plan management, encompassing technical, compliance, administration, investment, and participant solutions.

• Exceptional communication, presentation, and relationship-building abilities.

• Strong decision-making and problem-solving skills.

• Research proficiency and attention to detail.

• Proficient in using MS Office applications.

• Advanced capabilities in MS Word, Excel, and PowerPoint.

• Willingness to travel frequently, approximately 25 to 50% of the time.

🏝️ Benefits

• Competitive Pay

• Bonus for Eligible Employees

• Pension Plan

• 401k Match

• Employee Stock Purchase Plan

• Tuition Reimbursement

• Disability Insurance

• Medical Insurance

• Dental Insurance

• Vision Insurance

• Employee Discounts

• Career Training & Development Opportunities

• Paid Time Off starting at 160 hours annually for employees in their first year of service

• Ten (10) paid holidays per year

• Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars

• Parental Leave – fifteen (15) days of paid parental leave per calendar year for eligible employees with at least one year of service

• Adoption Assistance

• Employee Assistance Program

• Back-Up Care Program

• PTO for Volunteer Hours

• Employee Matching Gifts Program

• Employee Resource Groups

• Inclusion and Diversity Programs

• Employee Recognition Program

• Referral Bonus Programs