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6 дней назад

Client Relationship Manager - Southeast (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

Текст:
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TL;DR
Client Relationship Manager - Southeast (Retirement Services): Delivering client service strategies for defined contribution retirement plans with an accent on plan design, investments, client retention, and consultative relationship management. Focus on analyzing plan data, leading cross-functional teams, negotiating contracts, and developing solutions for retirement plan clients across the Southeast.

Location: Atlanta, GA; candidates must reside in the Southeast region of the United States. Requires approximately 25–40% nationwide travel.

Annual base salary: $100,000–$150,000, plus potential incentive compensation.

Company

hirify.global provides retirement, investment, and financial services designed to support individuals, employers, and communities.

What you will do

  • Build trusted relationships with client stakeholders, including executives, Treasury, Human Resources, Benefits, advisors, and third-party administrators.
  • Provide consultative guidance on retirement plan strategy, plan design, products, investments, and participant engagement.
  • Analyze plan data and industry trends to develop strategic recommendations and measure results against agreed metrics.
  • Lead cross-functional service teams through implementation, project scoping, delivery timelines, and client expectation management.
  • Drive client retention, manage RFIs, RFPs, benchmarking exercises, contract negotiations, pricing, and Service Level Agreements.
  • Identify organic growth and cross-selling opportunities, contribute to new-business RFPs, and present Voya’s solutions to prospective clients.

Requirements

  • 6+ years of client service relationship management experience 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 travel approximately 25–40% of the time nationwide.

Nice to have

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

Culture & Benefits

  • Purpose-driven culture focused on expanding access to financial opportunities and valuing individual differences.
  • 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.
  • 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.
  • Full-time employment with potential annual cash, sales, and long-term incentives.

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