3 часа назад
Mid-Market Client Relationship Manager (401(k))
108 860 - 136 080$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Mid-Market Client Relationship Manager (401(k)): Managing defined contribution plan relationships, retention, contract negotiations, and client growth with an accent on investment consulting, plan optimization, and cross-functional service delivery. Focus on negotiating service agreements, coordinating enhancement projects, developing RFP responses, and positioning 401(k) recordkeeping solutions for clients.
Location: Work from home or a Voya location in the United States; candidates must be located where they can cover the designated territory. Nationwide territory with 35–50% travel.
Annual base salary: $108,860–$136,080 USD, plus potential incentive compensation.
Company
provides financial services and retirement solutions focused on improving individuals’ and communities’ financial futures.
What you will do
- Manage relationships with client stakeholders, brokers, advisors, and third-party administrators for defined contribution plans.
- Advise clients on investment performance, diversification, plan design, product solutions, and participant engagement.
- Lead cross-functional service teams and measure delivery against agreed client metrics.
- Manage client retention, RFIs, RFPs, benchmarking exercises, contract negotiations, pricing, and service-level agreements.
- Coordinate client enhancement projects, including scope, resources, costs, implementation dates, and expectations.
- Identify growth and cross-sale opportunities and contribute to new 401(k) business development and RFP responses.
Requirements
- 6+ years of client service relationship management experience for defined contribution plans.
- Strong understanding of 401(k) plans and investment products.
- Strong client management, interpersonal, presentation, negotiation, verbal, and written communication skills.
- Bachelor’s degree or equivalent.
- State insurance license must be obtained within 60 days of hire.
- Industry certifications and FINRA Series 6 or 7 and 63 licenses are required.
Culture & Benefits
- Health, dental, vision, and life insurance plans.
- 401(k) savings plan with company matching contributions of up to 6%.
- Employer-paid cash balance retirement plan with a 4% contribution.
- 20 days of paid time off, nine paid company holidays, and a flexible Diversity Celebration Day.
- Tuition reimbursement of up to $5,250 per year and 40 hours of paid volunteer time annually.
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