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Client Relationship Manager - Retirement -DC

Pennington;

Job Description:

Business Overview

Retirement & Personal Wealth Solutions (RPWS) serves the core financial needs of individual clients and plan participants by providing best in class, integrated products in the most intuitive, efficient and client friendly way while maintaining a forward thinking mindset and risk management focus.  RPWS is responsible for both the institutional and personal retirement capability set to include 401(k), Equity and Health Benefit plans for companies of all sizes as well as college savings, personal retirement planning, retirement income, insurance and estate planning for individuals. RPWS also provides tools and content that enables advisors and bankers to help their client’s live their best financial lives.

Job Description:

The Client Relationship Manager is responsible for the overall relationship across our Institutional Retirement Plans Client base within RPWS. implementation of
plan changes and functions associated with the administration of retirement plans. The CRM is the strategic lead responsible for the satisfaction, retention, and
profitability of our Defined Contribution, Defined Benefit and Non-Qualified Deferred Compensation Plans. The CRM will interact with cross-functional team
and move others to action by planning, motivating, organizing, and directing the work being done. The CRM will interface directly with senior members of
internal leadership team as well as our clients’ Human Resources, Benefits, and Finance Departments.
Key Responsibilities:
Formulating Client Centric Business Plans including retention strategies
Creating and maintaining a high level of personal contact with your clients
Creating and maintaining a high level of client satisfaction as measured by both internal and 3rd party benchmarks
Effectively managing P&L’s for their book of business
Consultatively cross selling additional products and services to support Client needs
Coordinate and deliver quarterly Service and Product Reviews with the team, in person up to twice a year.
Manage the various Service Support organizations to ensure high level of service
Identify and leverage the multiple and broad resources Merrill Lynch has to most effectively service each of your client’s unique needs

Requirements:

Thorough understanding of the Retirement Services industry; Excellent interpersonal and communication skills;

Ability to manage complex projects and work with cross-functional team; Strong leadership traits as the CRM is a visible leader internally;

Ability to be conceptual, recognize problem from few or subtle cues, and be innately comfortable with complex and ambiguous situations;
Additional benefit product knowledge and/or experience is a strong plus (Defined Benefit, Equity, and/or Health Savings)
SIE, Series 7 Top Off and Series 66 (or ability to obtain within Compliance deadline); minimum 8 years of industry experience;
Travel up to 20-25% of the time; Bachelor’s Degree preferred

Bachelors degree strongly preferred or equivalent experience.

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Business Overview

Retirement & Personal Wealth Solutions (RPWS) serves the core financial needs of individual clients and plan participants by providing best in class, integrated products in the most intuitive, efficient and client friendly way while maintaining a forward thinking mindset and risk management focus.  RPWS is responsible for both the institutional and personal retirement capability set to include 401(k), Equity and Health Benefit plans for companies of all sizes as well as college savings, personal retirement planning, retirement income, insurance and estate planning for individuals. RPWS also provides tools and content that enables advisors and bankers to help their client’s live their best financial lives.

Job Description:

The Client Relationship Manager is responsible for the overall relationship across our Institutional Retirement Plans Client base within RPWS. implementation of
plan changes and functions associated with the administration of retirement plans. The CRM is the strategic lead responsible for the satisfaction, retention, and
profitability of our Defined Contribution, Defined Benefit and Non-Qualified Deferred Compensation Plans. The CRM will interact with cross-functional team
and move others to action by planning, motivating, organizing, and directing the work being done. The CRM will interface directly with senior members of
internal leadership team as well as our clients’ Human Resources, Benefits, and Finance Departments.
Key Responsibilities:
Formulating Client Centric Business Plans including retention strategies
Creating and maintaining a high level of personal contact with your clients
Creating and maintaining a high level of client satisfaction as measured by both internal and 3rd party benchmarks
Effectively managing P&L’s for their book of business
Consultatively cross selling additional products and services to support Client needs
Coordinate and deliver quarterly Service and Product Reviews with the team, in person up to twice a year.
Manage the various Service Support organizations to ensure high level of service
Identify and leverage the multiple and broad resources Merrill Lynch has to most effectively service each of your client’s unique needs

Requirements:

Thorough understanding of the Retirement Services industry; Excellent interpersonal and communication skills;

Ability to manage complex projects and work with cross-functional team; Strong leadership traits as the CRM is a visible leader internally;

Ability to be conceptual, recognize problem from few or subtle cues, and be innately comfortable with complex and ambiguous situations;
Additional benefit product knowledge and/or experience is a strong plus (Defined Benefit, Equity, and/or Health Savings)
SIE, Series 7 Top Off and Series 66 (or ability to obtain within Compliance deadline); minimum 8 years of industry experience;
Travel up to 20-25% of the time; Bachelor’s Degree preferred

Bachelors degree strongly preferred or equivalent experience.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-22015307

Band: H5

Manages People: No

Travel: Yes, 25% of the time

Manager:

Talent Acquisition Contact:

Cleo Lewis [C]

Referral Bonus:

0

Colorado pay and benefits information

Colorado pay range:

$83,200 - $124,800 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.