Client Relationship Manager

Mutual of America Financial Group

Job Title: Client Relationship Manager

Location: Seattle

Who We Are:

At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid foundation of integrity, excellence, and social responsibility. We were founded in 1945 to provide small and mid-sized nonprofit organizations with pension and retirement-related services, along with leading customer support. Today, we provide these services also to for-profit companies, as well as to governmental entities, Tribal enterprises, institutional investors, and individuals. We work diligently to understand the needs of our customers so we can help them achieve their financial savings goals.

We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future.

Role Summary:

The Client Relationship Manager (CRM) position will focus on engaging, building and strengthening their region’s existing client base. The Client Relationship Manager will report to the Director, Senior Client Relationship Manager.

Responsibilities:

Build and maintain long-term relationships with clients and key personnel

Manage the day-to-day operations and servicing of group retirement plan clients

On an ongoing basis, maintain compliance calendar for each client to ensure timely execution of required annual compliance tasks

Facilitate client (plan sponsor), and participant inquiries and service requests in a proactive manner

Meet with clients (board members, committees, and C-suite executives) to conduct plan review meetings

Manage pre and post client meeting tasks: preparation of meeting material (plan health reports, investment reviews, plan design, compliance, legislative updates), post-review meeting minutes, plan amendments, fund changes etc.)

Coordinate plan support services (audit support, 5500’s, NDT testing) with home office to ensure services are delivered timely and accurately

Engage in client retention and growth objectives within assigned book of clients

Seek opportunities for client service model enhancements and identify opportunities for increasing plan contributions (payroll integration, plan design enhancements, etc.)

Work closely within the regional team to coordinate appropriate delivery of MOA services

Work with Plan Sponsor and Participant Account Specialist to design participant education campaigns

Conduct group education presentations, enrollment presentations, and participant 1:1 meeting to the employees of a client when needed (when Participant Account Specialist is unavailable)

Leverage existing client relationships for new opportunities within the region

Attend client events (with regional team) to enhance relationship

Salesforce upkeep (input client contact data, update plan information, manage client tasks).

Required Qualifications:

Excellent business writing, presentation, and public speaking skills

Comfortable presenting in front of groups & C-suite executives

Client relationship management experience

Ability to handle pressure, prioritize, and multitask during a business day

Ability to work flexible hours

Active FINRA Series 6, 63 and SIE or must be obtained within the first year of employment

Active State Life and Health Insurance License (in all states covered) required or obtained within first year of employment

Valid driver’s license

Preferred Qualifications:

Bachelor’s Degree

Prior work experience in group retirement plan industry

Knowledge and understanding of corporate/group retirement plans (403(b), 401(k) and 457 plans) including: retirement plan design, investment monitoring, plan administration, compliance testing and enhanced understanding of retirement plan rules & regulations.

What we offer you:

Competitive base salary

Annual Bonus

Comprehensive Benefits Package (medical, dental, and vision) that starts day one of employment

401(k) Match: 100% Employer Match on up to 6% of employee contributions (Salary and Incentive Comp)

Parental Leave: 8 weeks fully paid

Paid time off: 20 days plus two floating personal holidays

The salary range below describes the minimum to maximum base salary range for this role. The role is also eligible for an annual bonus, whereby total compensation may exceed this range depending on individual and / or company performance.

Base Salary Range: $65,000 - $90,000

Visit for additional details about life at Mutual of America. You can also follow us on Twitter: @mutualofamerica Facebook: @mutualofamerica

Mutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law.