Relationship Manager, Retirement ServicesMarsh & McLennan • Conshohocken, PA, US
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Relationship Manager, Retirement Services
Marsh & McLennan • Conshohocken, PA, US
[job_card.30_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]Bachelor's Degree preferred. A minimum of eight (8) years of experience in Retirement Services in a Relationship Management capacity. Demonstrated experience with large clients required, with specific experience operating at the C-level regarding negotiations and relationship management Flexibility and creativity in developing innovative and customized business solutions Strong investment and fiduciary management knowledge Appropriate securities licenses required (FINRA Series 65 / 66). Effective analytical, math and problem-solving skills, sound judgment, strong decision-making ability, confidence to make difficult decisions and excellent communication skills Must be organized, detail oriented and able to translate big picture ideas into client objectives Strong organizational, management and account planning skills with analytical skills and strong attention to detail Work in a high production team environment with a high degree of complexity Operate independently and provide appropriate information and direction to other individuals Provide effective, accurate, clear communication to internal company team members and clients Ability to interact in a professional manner with clients, vendors, and internal departments including sales, marketing, HR, Finance, IT and other functional areas within MMA East and designated key accounts Ability to interact with and focus on information gathering and collaborative solution development in a proactive manner Ability to handle sensitive and confidential information Excellent troubleshooting, decision making and problem-solving skills Solid interpersonal, verbal and written communication skills Ability to work well independently and as a team member; multitask and successfully operate in a fast-paced work environment; prioritize projects and meet deadlines Ability to follow through on and successfully execute tasks while adhering to specified quality standards Must be proficient in the Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, and Access) Proficiency in use of PC such as keyboard skills and electronic folder / file organization and management Aptitude for learning internal systems, applications and internal workflow of the department Must be able to effectively interact and deal with people at all levels inside and outside of the company The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is : Frequently required to sit; speak or hear; use hands to finger, handle, feel objects, and reach with hands and arms; Occasionally required to stand and walk; Extensive use of computer and keyboard and viewing of computer screen is required; Specific vision abilities required by this job include vision, and ability to adjust focus. Other working conditions are normal for an office environment.
Relationship Manager
The Relationship Manager is responsible for cultivating and managing relationships at the executive-level with corporate clients. Provide direct advisory services for plan design, fiduciary governance, and investment lineups for qualified plans, as well as employer-sponsored executive benefit plans and non-qualified plans.
Essential duties and responsibilities include, but are not limited, to the following :
- Client Relationship Management : Develop and maintain strong relationships with clients, serving as their primary point of contact for retirement plan consulting services. Understand clients' business objectives and retirement plan goals to provide tailored solutions and recommendations.
- Consultative Services : Conduct comprehensive retirement plan reviews and assessments, identifying areas for improvement and optimization. Provide expert guidance on plan design, compliance, investment options, and participant engagement strategies.
- Regulatory Compliance : Stay current on retirement plan regulations and industry trends to ensure clients remain compliant and informed. Assist clients in navigating complex regulatory requirements and reporting obligations.
- Investment Strategy : Collaborate with clients to develop and implement effective investment strategies that align with their retirement plan objectives. Monitor investment performance and provide ongoing recommendations for adjustments as needed.
- Education and Training : Conduct educational sessions and workshops for clients and their employees to enhance understanding of retirement plan benefits and options. Develop and distribute educational materials to support client initiatives.
- Work closely with internal teams, including sales, compliance, and operations, to ensure seamless service delivery.
- Serve as a thought leader in the retirement industry, understanding fiduciary risks and financial implications that are crucial for our clients.
Required education and experience :
Knowledge, skills and abilities :
Physical demands and work environment :
The applicable base salary range for this role is $132,000 to $180,000.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex / gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com
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Relationship Manager • Conshohocken, PA, US
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