Client Manager - Retirement Planning Services

Job Description

Client Relationship Executive – Retirement Plan Services (Hybrid)

Overview:

Are you passionate about building long-lasting client relationships and delivering strategic retirement plan solutions? This is an exciting opportunity to manage a high-impact book of business and help clients achieve long-term success in their retirement programs.

What You’ll Be Doing:

Be the Go-To Partner: Serve as the primary relationship manager for a portfolio of retirement plan clients, with book values ranging from $1K to $2M in revenue.

Lead Strategic Accounts: Manage complex, multi-national retirement plan clients with confidence and professionalism.

Drive Growth: Collaborate with Sales and Business Development to meet goals for total account selling, cross-selling, and upselling.

Mentor & Guide: Provide coaching and mentorship to the Client Manager service team to ensure exceptional service delivery.

Own the Account Strategy: Develop and lead execution of strategic account plans and annual service calendars, aligning internal teams to meet client goals.

Solve with Impact: Direct cost-effective strategies to reduce risk and ensure seamless implementation of client-focused solutions.

Smooth Onboarding: Lead the onboarding of new clients, ensuring services sold are delivered on time and to expectations.

Orchestrate the Details: Manage support team efforts including meeting scheduling, deliverable timelines, and oversight of service execution.

Deliver with Excellence: Review and approve key client deliverables such as investment reports, compliance notifications, and market analysis.

Ensure Revenue Health: Monitor and support timely revenue collection across assigned accounts.

What You’ll Bring:

Strong relationship management skills and the ability to influence at all levels

A minimum of 3 years of experience in the retirement plan industry

FINRA Series 6, 63, and 65 or Series 7 and 65 licenses required

AIF® designation preferred

Bachelor’s degree is a plus but not required

A passion for mentoring, collaboration, and exceeding client expectationsCompany Description

Storm Search is an industry leading Accounting/Finance, Supply Chain Recruiting, IT, Manufacturing, and Engineering Search Firm specializing in Direct Hire, Contract, and Contract-to-Hire placements. Storm Search brokers candidates at the top of their game with organizations seeking simply the best talent on the market.

Top talent is challenging to land and Storm Search specializes in placing candidates that can alter the trajectory of an organization at the C-Suite, Staff, and Management tier. Storm Search understands that talent is not just a skill set, but an all-encompassing individual that meets and exceeds the expectations with skills and its cultural contributions.

Storm Search, your solution to smooth sailing.

Full-time

Hybrid remote