Senior Client Manager

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

📋 Description

• Oversee and deliver participant advisory services offerings, which include managed accounts, online advisory solutions, financial planning, and financial wellbeing initiatives.

• Consult with clients regarding service features, usage, and participant engagement strategies.

• Lead and manage projects aimed at enhancing services, implementing plan changes, and addressing regulatory impacts.

• Comprehend client/provider service delivery requirements and advocate for their needs effectively.

• Present new product features and offerings to existing clients.

• Conduct system testing in support of service delivery processes.

• Manage client reporting and create presentations tailored for clients.

• Formulate strategies to market services and increase utilization among assigned clients.

• Develop and maintain plans for client retention and profitability margins.

• Review and authorize client invoices.

• Act as a subject matter expert for Alight Financial Services products during sales meetings.

• Collaborate with internal teams and external vendors to enhance service delivery.

• Mentor and coach junior team members while supporting colleagues.

• Coordinate with vendor contacts and internal teams to ensure delivery excellence.

• Provide proactive updates to stakeholders and vendor partners, identifying issues and assigning action items for resolution.

• Facilitate meetings with clients, vendors, and internal teams; set objectives and agendas, manage logistics, document decisions/actions, and ensure resolution of open items.

⛳️ Requirements

• At least 3 years of experience in the Financial Services/401k benefits sector.

• A minimum of 3 years in project management roles.

• Over 3 years of experience managing intricate client relationships.

• At least 3 years of proficiency in client consulting skills, driving towards best practices.

• Must hold an active FINRA Series 63 or Series 65 license upon hire, or be eligible to successfully obtain the required license within six (6) months of employment.

• Knowledge of investment advisory solutions and the industry landscape, including competitors, market pricing, delivery requirements, and client expectations.

• Awareness of compliance, regulatory, and legislative matters.

• Exceptional verbal and written communication, interpersonal, and customer service abilities.

• Capability to cultivate and sustain effective business relationships with internal and external stakeholders.

• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Copilot, AI-powered tools, etc.).

• Ability to manage multiple tasks and prioritize effectively.

• Highly effective analytical and problem-solving capabilities.

• Proactive with a strong sense of initiative and ownership.

• Must possess work authorization in the United States that does not currently or in the future require visa sponsorship.

🏝️ Benefits

• Health, dental, and vision insurance starting on Day One.

• Wellbeing programs.

• Retirement plans with contribution matching.

• Generous paid time off.

• Parental leave.

• Opportunities for continuing education.

• Career advancement opportunities.

• Flexible working arrangements whenever feasible.

• Competitive total rewards package.

• Ongoing education and training.

• Bonus and/or incentive opportunities based on role and level.