Director, Relationship Management

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

📋 Description

• Oversee and assist a team of Relationship Managers by facilitating onboarding, coaching, and providing performance feedback.

• Establish team objectives and service standards that align with departmental goals.

• Track responsiveness and guarantee prompt resolutions for client interactions and service inquiries.

• Develop processes and procedures for efficient task completion and continuous evaluation of team performance.

• Identify and allocate client assignments, including key strategic accounts, aligning skills with client requirements.

• Facilitate client meetings, conduct plan reviews, and engage in fiduciary discussions centered on plan health and participant involvement.

• Collaborate with Compliance, Operations, Plan Consulting, and Sales teams to ensure smooth client service delivery.

• Serve as a client advocate by addressing service challenges and escalating issues as necessary.

• Assist in providing data-driven insights and recommendations that improve client outcomes.

• Contribute to the enhancement of team workflows, tools, and escalation procedures.

• Foster accountability, teamwork, and ongoing improvement within the team.

⛳️ Requirements

• 5–7+ years of experience in relationship or client management within the retirement plan or financial services sector.

• 2–3 years of experience in a supervisory or team leadership capacity.

• Strong understanding of qualified retirement plans (401(k), 403(b), 457, DB, etc.).

• Excellent communication and interpersonal skills with the capability to guide client discussions.

• Experience in mentoring team members and aiding in professional growth.

• Familiarity with retirement plan compliance, ERISA, and fiduciary standards.

• Ability to juggle multiple priorities and adjust to evolving client demands.

• Dedication to service excellence and fostering long-term client relationships.

• Proficiency in CRM systems (e.g., Salesforce) and the Microsoft Office Suite.

• Bachelor’s degree is mandatory.

• Industry certifications such as QKA, QPA, or AIF are advantageous.

🏝️ Benefits

• 401(k) matching.

• Medical insurance coverage.

• Dental insurance benefits.

• Vision insurance options.

• Life insurance provision.

• Short-term disability benefits.

• Long-term disability coverage.

• Paid time off.

• Reasonable accommodations for individuals with disabilities.

• Requirement for an uninterrupted virtual workspace for remote work.

• Family care support expected during business hours for remote positions.

• Internet speed requirement of 50 MBps or higher.