Client Relationship Manager-Retirement Services

The Client Relationship Manager-Retirement Services provides comprehensive relationship management support to Retirement Plan Advisors, ensuring the seamless delivery of high-quality 401(k) and other retirement plan services to clients. This role leverages expertise in 401(k) plan design, administration, and compliance to maintain regulatory standards and offer actionable insights to advisors and plan sponsors. The position involves serving as a trusted point of contact for clients, supporting advisors with client meetings and proposals, and facilitating communication between field advisors and internal departments.