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Client Relationship ManagerMutual of America Financial Group • Walnut Creek, California, United States
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Client Relationship Manager

Mutual of America Financial Group
  • US
    Walnut Creek, California, United States
  • US
    Walnut Creek, California, United States
Jetzt Bewerben

Über

Client Relationship Manager

Mutual of America Financial Group Job Title: Client Relationship Manager Location: Fresno, CA or San Francisco, CA

At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid foundation of integrity, excellence, and social responsibility. We were founded in 1945 to provide small and mid-sized nonprofit organizations with pension and retirement-related services, along with leading customer support. Today, we provide these services also to for-profit companies, as well as to governmental entities, Tribal enterprises, institutional investors, and individuals. We work diligently to understand the needs of our customers so we can help them achieve their retirement savings goals. We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future.

Role Summary

The Client Relationship Manager (CRM) position will focus on engaging, building and strengthening their region's existing client base. The Client Relationship Manager will report to the Director, Senior Client Relationship Manager.

Responsibilities
  • Build and maintain long-term relationships with clients and key personnel
  • Manage the day-to-day operations and servicing of group retirement plan clients
  • On an ongoing basis, maintain compliance calendar for each client to ensure timely execution of required annual compliance tasks
  • Facilitate client (plan sponsor), and participant inquiries and service requests in a proactive manner
  • Meet with clients (board members, committees, and C-suite executives) to conduct plan review meetings
  • Manage pre and post client meeting tasks: preparation of meeting material (plan health reports, investment reviews, plan design, compliance, legislative updates), post-review meeting minutes, plan amendments, fund changes etc.
  • Coordinate plan support services (audit support, 5500's, NDT testing) with home office to ensure services are delivered timely and accurately
  • Engage in client retention and growth objectives within assigned book of clients
  • Seek opportunities for client service model enhancements and identify opportunities for increasing plan contributions (payroll integration, plan design enhancements, etc.)
  • Work closely within the regional team to coordinate appropriate delivery of MOA services
  • Work with Plan Sponsor and Participant Account Specialist to design participant education campaigns
  • Conduct group education presentations, enrollment presentations, and participant 1:1 meeting to the employees of a client when needed (when Participant Account Specialist is unavailable)
  • Leverage existing client relationships for new opportunities within the region
  • Attend client events (with regional team) to enhance relationship
  • Salesforce upkeep (input client contact data, update plan information, manage client tasks)
Required Qualifications
  • Excellent business writing, presentation, and public speaking skills
  • Comfortable presenting in front of groups & C-suite executives
  • Client relationship management experience
  • Ability to handle pressure, prioritize, and multitask during a business day
  • Ability to work flexible hours
  • Active FINRA Series 6, 63 and SIE or must be obtained within the first year of employment
  • Active State Life and Health Insurance License (in all states covered) required or obtained within first year of employment
  • Valid driver's license
Preferred Qualifications
  • Bachelor's Degree
  • Prior work experience in group retirement plan industry
  • Knowledge and understanding of corporate/group retirement plans (403(b), 401(k) and 457 plans) including: retirement plan design, investment monitoring, plan administration, compliance testing and enhanced understanding of retirement plan rules & regulations.
What We Offer You

Competitive base salary Annual Bonus Comprehensive Benefits Package (medical, dental, and vision) that starts day one of employment 401(k) Match: 100% Employer Match on up to 6% of employee contributions (Salary and Incentive Comp) Parental Leave: 8 weeks fully paid Paid time off: 20 days plus two floating personal holidays

The salary range below describes the minimum to maximum base salary range for this role. The role is also eligible for an annual bonus; whereby total compensation may exceed this range depending on individual and / or company performance.

  • Walnut Creek, California, United States

Sprachkenntnisse

  • English
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