Senior Manager, Client Executive

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

📋 Description

• Oversee a designated portfolio of business by conducting proactive meetings and regular interactions with advisors and clients, including annual plan evaluations.

• Offer strategic and tactical advice to align with client objectives for qualified retirement plans.

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

• Act as the main escalation point for service-related concerns by pinpointing root causes and coordinating solutions with the appropriate resources.

• Advise clients and advisors on the design of qualified plans and interpret plan provisions to achieve desired outcomes.

• Provide consultation on plan improvements and upgrades, including the transition of legacy investment contracts to contemporary products.

• Relay information regarding product, service, and investment enhancements, including new offerings and modifications to existing solutions.

• Educate clients about company processes, procedures, systems, and technologies utilized by participants and plan sponsors.

• Manage special projects as assigned.

⛳️ Requirements

• Bachelor’s degree in a business-related field or equivalent experience.

• FINRA series 6, 63, and necessary life insurance licenses, or obtain these within six months.

• A minimum of seven years of client management experience.

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

• Familiarity with industry standards and competitive best practices.

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

• Strong decision-making and problem-solving capabilities.

• Research skills and meticulous attention to detail.

• Proficient in using MS Office tools.

🏝️ Benefits

• Competitive Pay

• Bonus for Eligible Employees

• Benefits Package

• Pension Plan

• 401k Match

• Employee Stock Purchase Plan

• Tuition Reimbursement

• Disability Insurance

• Medical Insurance

• Dental Insurance

• Vision Insurance

• Employee Discounts

• Career Training & Development Opportunities

• Health and Work/Life Balance Benefits

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

• Ten (10) paid holidays per year (typically aligned with the New York Stock Exchange (NYSE) holidays).

• 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 at the time of birth, adoption, or foster care placement.

• 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