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6 дней назад

Client Relationship Manager - Northwest (Retirement Services)

100 000 - 150 000$
Формат работы
onsite
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

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TL;DR
Client Relationship Manager - Northwest (Retirement Services): Managing client relationships and retirement plan strategies for defined contribution plans with an accent on investment analysis, plan optimization, and stakeholder engagement. Focus on leading cross-functional service teams, negotiating contracts and service levels, retaining clients, and developing solutions for retirement plan needs.

Location: Seattle, WA; candidates must reside in the Northwest region of the United States. The role requires approximately 25–40% nationwide travel.

Annual base salary: $100,000–$150,000.

Company

hirify.global provides financial and retirement services focused on improving access to financial opportunities for individuals and communities.

What you will do

  • Build trusted relationships with senior client stakeholders, advisors, and third-party administrators.
  • Analyze plan data and industry trends to recommend improvements to plan design, products, investments, and participant engagement.
  • Lead cross-functional service teams in executing client strategies and measuring results.
  • Drive client retention, benchmarking, RFI/RFP responses, organic growth, and cross-selling of Voya solutions.
  • Lead contract negotiations, including pricing, contract execution, and Service Level Agreements.
  • Coordinate project scope, implementation dates, costs, requirements, and delivery expectations.

Requirements

  • 6+ years of experience in client service relationship management for defined contribution plans.
  • Bachelor’s degree or equivalent retirement services work experience.
  • FINRA Series 6 or 7 and Series 63 licenses.
  • Retirement industry experience and a strong understanding of tax-exempt retirement plans and investments.
  • Strong client relationship management, interpersonal, presentation, negotiation, verbal, and written communication skills.
  • Ability to reside in the Northwest region of the United States and travel approximately 25–40% of the time nationwide.

Nice to have

  • Experience supporting governmental or tax-exempt retirement plan clients.

Culture & Benefits

  • Purpose-driven, inclusive workplace focused on customer service, critical thinking, teamwork, business acumen, and learning agility.
  • Health, dental, vision, and life insurance plans.
  • 401(k) savings plan with company matching contributions of up to 6% and an employer-paid cash balance retirement plan of 4%.
  • Tuition reimbursement of up to $5,250 per year.
  • 20 days of paid time off, nine paid company holidays, a flexible Diversity Celebration Day, and 40 hours of paid volunteer time annually.
  • Uses automation, AI, and analytical capabilities to support plan analysis and improve client and cross-functional processes.

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