Talent.com
Client Relationship Manager – Retirement Plans
Client Relationship Manager – Retirement PlansHub International Insurance • Blue Bell, Pennsylvania, USA
Client Relationship Manager – Retirement Plans

Client Relationship Manager – Retirement Plans

Hub International Insurance • Blue Bell, Pennsylvania, USA
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

About Legacy Planning

Legacy Planning Partners a HUB International company is an independent financial planning services company with 3 locations in Southeastern PA. Legacy Planning is growing and looking to hire a Client Relationship Manager to the Retirement Plans team in the Blue Bell PA location. Our mission is to make a significant impact in the lives of our clients their families and their communities through comprehensive and strategic financial planning.

Position Overview

The Client Relationship Manager (CRM) plays a pivotal role in delivering an exceptional retirement plan experience for our clients. This position focuses on proactive client service strategic plan design and expert guidance on qualified plan administration. The CRM builds and maintains trusted relationships with plan sponsors advisors and partnersserving as their go-to resource for compliance operations and plan performance.

Key Responsibilities :

Client Service & Relationship Management

  • Serve as the primary point of contact for retirement plan clients ensuring responsive and proactive communication.
  • Build and maintain strong consultative relationships with plan sponsors and advisors.
  • Lead client plan review meetings delivering insights on plan performance design improvements and compliance matters.
  • Anticipate client needs and coordinate timely solutions across internal and external partners.

Plan Design & Administration

  • Support the senior advisor with plan design strategies that align with business goals and regulatory requirements.
  • Monitor and communicate legislative and regulatory updates that may affect plan operations or design.
  • Manage plan amendments mergers and coverage or benefit structure changes.
  • Collaborate with internal and external experts to address testing corrections allocation enhancements and compliance matters.
  • Support audit preparation and ensure all required documentation and communications are completed accurately and efficiently.

    • Business Change & Compliance Support

  • Guide clients through organizational changes including mergers and acquisitions ensuring smooth transitions.
  • Provide consulting on testing failures and compliance corrections.
  • Partner with service providers to ensure ongoing plan compliance and operational integrity.

    • Internal Operations & Team Collaboration

  • Contribute to revenue goals through retention cross-servicing and client satisfaction.
  • Collaborate with internal operations to ensure service excellence and process consistency.

    • Qualifications :

    Education & Experience

  • Bachelors degree in Business Finance Accounting or related field (or equivalent experience).
  • Minimum 5 years of experience in retirement plan administration client servicing or related financial services.
  • Comprehensive understanding of ERISA DOL regulations and qualified plan design principles.

    • Licensing & Credentials

  • FINRA Series 6 63 or 65 / 66 preferred.
  • QKC QKA QPA PPC AIF QPFC NQPC or other industry designations a plus.

    • Skills & Competencies

  • Exceptional client relationship and communication skills.
  • Strong analytical organizational and problem-solving abilities.
  • Ability to manage multiple priorities in a fast-paced detail-oriented environment.
  • Proficiency in Microsoft Office Suite and retirement plan recordkeeping systems.
  • High level of professionalism integrity and commitment to client success.

    • Compensation & Benefits

  • Competitive salary commensurate with experience.
  • Performance-based incentives.
  • This position is a full-time salaried position with company provided benefits and paid time off. Experience and education will be considered when offering compensation.

    • Department Account Management & Service

    Required Experience : 5-7 years of relevant experience

    Required Travel : Negligible

    Required Education : Bachelors degree (4-year degree)

    HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race / ethnicity national origin religion age color sex sexual orientation gender identity disability or veterans status or any other characteristic protected by local state or federal laws rules or regulations.

    E-Verify Program

    We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process please contact the recruiting team . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

    Required Experience :

    Manager

    Key Skills

    Business Development,Sales Experience,Loyalty Marketing,Portfolio Management,Wealth Management,Financial Services,Algebra,Territory Management,Banking,Relationship Management,Customer relationship management,Geometry

    Employment Type : Full-Time

    Experience : years

    Vacancy : 1

    [job_alerts.create_a_job]

    Client Relationship Manager • Blue Bell, Pennsylvania, USA

    [internal_linking.similar_jobs]
    Commercial Lines Account Manager - Risk Management Firm - Base Salary to 125k / year - Wayne, PA

    Commercial Lines Account Manager - Risk Management Firm - Base Salary to 125k / year - Wayne, PA

    AllSearch Professional Staffing • Wayne, PA, US
    [job_card.full_time]
    Commercial Lines Account Manager - Risk Management Firm - Base Salary to 125k / year - Wayne, PA.Our client, a close knit, risk management firm / broker in the Wayne, PA area has an immediate need for ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    CL Account Manager

    CL Account Manager

    Satanoff Insurance & Financial Services • Wayne, PA, US
    [job_card.full_time]
    Mission of the Commercial Lines Account Manager.To serve and grow the book of clients assigned to you by providing extraordinary service, educating the customer, identifying revenue growth opportun...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Territory Sales Manager - Seattle, WA

    Territory Sales Manager - Seattle, WA

    Mannington Mills, Inc • Salem, NJ, US
    [job_card.full_time]
    Our mission is to be the best people to do business within the flooring industry.One of the world’s leading manufacturers of high-quality flooring, Mannington Mills, Inc.Salem, New Jersey is ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel MRI Tech - $2,547 per week in Mullica Hill, NJ

    Travel MRI Tech - $2,547 per week in Mullica Hill, NJ

    AlliedTravelCareers • Mullica Hill, NJ, US
    [job_card.full_time]
    AlliedTravelCareers is working with MedPro Healthcare Staffing to find a qualified MRI Tech in Mullica Hill, New Jersey, 08062!. Joint Commission-certified staffing agency, is seeking a quality MRI ...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Commercial Lines Account Manager

    Commercial Lines Account Manager

    Bing Recruitment • Swarthmore, PA, US
    [job_card.full_time]
    We are seeking a dynamic and experienced Commercial Insurance Account Manager.The successful candidate will be responsible for managing a portfolio of commercial insurance accounts, providing excep...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Nurse RN - ICU - Intensive Care Unit - $2,308 per week

    Travel Nurse RN - ICU - Intensive Care Unit - $2,308 per week

    GHR Healthcare - Travel Division • Mannington, NJ, United States
    [job_card.full_time]
    GHR Healthcare - Travel Division is seeking a travel nurse RN ICU - Intensive Care Unit for a travel nursing job in Mannington, New Jersey. Job Description & Requirements.NJ or compact license; 2+ ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Real Estate Agent

    Real Estate Agent

    Weichert, Realtors • Mullica Hill, New Jersey, US
    [job_card.full_time]
    Weichert, Realtors is hiring a select number of professional real estate agents for this sales office.We are looking for people that are willing to obtain their real estate sales license or have re...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Complex Claims Director, A&E

    Complex Claims Director, A&E

    Berkshire Hathaway Specialty Insurance • Plymouth Meeting, PA, US
    [job_card.full_time]
    A strategic and trusted insurance partner, Berkshire Hathaway Specialty Insurance (BHSI), provides a broad range of commercial property, casualty and specialty insurance coverages and outstanding s...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Commercial Lines Account Manager

    Commercial Lines Account Manager

    Sovereign Insurance Group • Berwyn, PA, US
    [job_card.full_time]
    The Account Manager is responsible for the day-to-day servicing of commercial lines clients and maintenance of exceptional customer relations. This person acts as a generalist within our industries....[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel MRI Tech - $2457.52 / Week

    Travel MRI Tech - $2457.52 / Week

    Host Healthcare • Mullica Hill, NJ, US
    [job_card.full_time]
    Host Healthcare is seeking an experienced MRI Tech for an exciting Travel Allied job in Mullica Hill, NJ.Shift : Inquire Start Date : 01 / 12 / 2026 Duration : 13 weeks Pay : $2457.At Host Healthcare, we a...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Mortgage Loan Sales

    Mortgage Loan Sales

    First National Bank of Pennsylvania • Berwyn, PA, United States
    [job_card.full_time]
    Make a difference - for us and for your future.This position is primarily responsible for originating residential mortgage loans through internal and external referral sources.Responsible for build...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Portfolio Account Manager- BaseCase

    Portfolio Account Manager- BaseCase

    Certara USA, Inc. • Wayne, PA, United States
    [job_card.full_time]
    Certara accelerates medicines using proprietary biosimulation software, technology and services to transform traditional drug discovery and development. Its clients include more than 2,000 biopharma...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Dermatology

    Dermatology

    GO Staffing • Elmer, New Jersey, US
    [job_card.full_time]
    Dermatology physician employment in New Jersey : .A growing group in Salem County, New Jersey has a need for a Dermatologist in the Terrapin Town. Medical, Cosmetic, and Surgical Dermatology.Open to ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Broker

    Broker

    Aon • Fort Washington, PA, United States
    [job_card.full_time] +1
    Aon is looking for a Client Facing Broker with specific Cyber Experience.This is a hybrid position-based out of our Fort Washington, PA or Philadephia, PA office. The Client Facing Broker will be de...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Board-Certified Dermatologist - Elmer, NJ

    Board-Certified Dermatologist - Elmer, NJ

    HealthEcareers - Client • Elmer, NJ, USA
    [job_card.full_time]
    Find a Career Where You Can Thrive—Not Just Another Job.At Schweiger Dermatology Group, we offer an opportunity to grow and excel in a supportive and dynamic environment. New York, New Jersey, Penns...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Nurse RN - ICU - Intensive Care Unit - $2,326 per week

    Travel Nurse RN - ICU - Intensive Care Unit - $2,326 per week

    GHR Healthcare • Mannington, NJ, United States
    [job_card.full_time]
    GHR Healthcare is seeking a travel nurse RN ICU - Intensive Care Unit for a travel nursing job in Mannington, New Jersey. Job Description & Requirements.Please text or call Emma at 484-567-9447 or e...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Commercial Lines Account Executive | Client Manager

    Commercial Lines Account Executive | Client Manager

    APR • King of Prussia, PA, US
    [job_card.full_time]
    Commercial Lines Account Manager.Small Business to Middle Market Clients.This position can be fully remote with occasional visits to the office for the right candidate. This position will work with ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Office Manager

    Senior Office Manager

    Creative Financial Staffing • North Wales, PA, US
    [job_card.full_time]
    Are you a seasoned office manager with a background in consumer goods and a knack for streamlining operations? Join a growing team at a well-established company expanding its footprint in both whol...[show_more]
    [last_updated.last_updated_30] • [promoted]