Managing Director, Tax-Exempt Market

This is a fully remote position, open to applicants in Connecticut, +8 more states.

📋 Description

• Deliver strategic planning and consulting services to Higher Education, HealthCare, and non-profit sectors.

• Enhance the effectiveness of clients' benefits programs while ensuring high levels of client satisfaction.

• Cultivate, sustain, and expand relationships with key decision-makers, influencers, and members of the C-suite committees.

• Oversee a portfolio of 25–30 clients in the Eastern region, managing approximately $30m–$100m in defined contribution assets.

• Solicit feedback, anticipate client requirements, and proactively offer solutions.

• Engage with key decision-makers and advisors/consultants to identify client needs and opportunities.

• Track trends affecting client satisfaction and formulate response strategies.

• Stay informed about client business activities, competitive landscape, industry trends, and marketplace developments.

• Lead external business planning initiatives and service evaluations.

• Position products and services to align with clients' benefits objectives.

• Collaborate with consultants on inquiries, plan sponsor presentations, plan design, products, technology, customer issues, fund modifications, revenue requirements, pricing, thought leadership, and plan analytics.

• Establish long-term partnerships with consultants and advisors through Consultant Relations.

• Work with business partners to enhance operational accuracy, efficiency, and issue resolution.

• Guide internal teams in addressing client challenges and providing solutions.

⛳️ Requirements

• Bachelor's Degree.

• Over 12 years of comprehensive work experience.

• More than 5 years of experience in Participant or Client Service, ideally within the retirement sector.

• Series 7 license is required at the outset.

• Series 63 license is also required at the outset.

• Experience with Tax-Exempt Plan Sponsors and Participants is advantageous but not mandatory.

• Capability to work remotely and independently from a home office.

• Willingness to travel 25–50% of the time.

• No immigration sponsorship available.

🏝️ Benefits

• Extensive health care coverage.

• Support for emotional well-being.

• Leading retirement benefits in the market.

• Generous paid time off policy.

• Parental leave provisions.

• Employee match program for charitable contributions.

• Educational assistance, which includes student loan repayment, tuition reimbursement, and access to learning resources.

• Bonus or variable compensation may be offered based on position and eligibility.

• Fully remote work arrangement available.