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Sr. Retirement Relationship Manager

Pennington, New Jersey;

Job Description:

The Sr. Client Relationship Manager (Sr. CRM), a Director level position, is responsible for the overall relationship across our Institutional Retirement Plans
Client base within RPWS. The CRM is the strategic lead who is responsible for the satisfaction, retention, and revenue of our Defined Contribution, Defined
Benefit and Non-Qualified Deferred Compensation clients.

The Sr. CRM will interface frequently with members of internal leadership team as well as our clients' Human Resources, Benefits, and Finance Departments so a successful candidate must have excellent interpersonal skills, proven negotiating skills, a demonstrated knowledge of Defined Contribution and Non-Qualified Deferred Compensation plans, and an appreciation for the challenges that face today's plan sponsors.

Primary 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 expanding additional products and services to support Client needs

  • Coordinate and deliver quarterly Service and Product Reviews with the team

  • Manage the various Service Support organizations to ensure a high level of service

  • Identify and leverage the multiple and broad resources Bank of America has to most effectively serve each of your client's unique needs

Required Skills:

  • 10+ years of industry experience

  • Bachelor’s degree preferred

  • Series 7 / Series 66 (or ability to obtain within Compliance deadline)

  • Thorough understanding of the Retirement Services / Benefits industry

  • Excellent interpersonal and communication skills

  • Ability to travel up to 25-50% of the time

  • Ability to manage complex projects and work with a cross-functional team

  • Strong leadership traits as the CRM is a visible leader internally. While a CRM does not have any direct report responsibility, they need to move others to action by planning, motivating, organizing and directing the work being done

  • Ability to be conceptual, able to recognize problems from few or subtle clues, 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)


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Full time


Manages People: No

Travel: Yes, 50% of the time