Jobs
>
Atlanta

    Client Relationship Manager - Atlanta, United States - MAI Wealth Management, Inc.

    MAI Wealth Management, Inc.
    MAI Wealth Management, Inc. Atlanta, United States

    3 weeks ago

    MAI Wealth Management, Inc. background
    Description

    GENERAL JOB DESCRIPTION
    The Client Relationship Manager (CRM) is an individual contributor responsible for relationships with Corporate Retirement Plan Sponsors.

    The CRM manages a book of business comprised of small and mid-sized companies and is responsible for overall client satisfaction, retention, and relationship expansion.


    MAJOR DUTIES AND RESPONSIBILITIES
    Form, maintain and strengthen relationships with key clients.
    Develop and manage business plans that identify key clients and list action steps to strengthen those relationships.
    Responsible for client retention and manages pricing strategy, RFIs, RFPs, and benchmarking exercises for client portfolio. Manage negotiations for existing clients.
    Participate in the sales process for new 401(k) business. Identifies business opportunities for both organic growth and across the company. Work within the organization to develop, position, and implement these solutions.
    Consult with clients on investment issues including performance, diversification, style and suitability.

    Work with plan sponsors to design participant education campaigns that drive increased participation and contribution rates and improve overall plan health.

    EXPERIENCE/CREDENTIALS

    Minimum of 4 years of experience in the financial services industry or 2 years within the defined contribution marketplace
    Bachelor's degree preferred or equivalent work experience.

    Preferred:
    client management experience with knowledge of plan design features for 401(k) and non-qualified, ERISA plans, legal and regulatory framework, industry trends

    COMPETENCIES
    Thrives in a team-based environment.
    Ability to work in a dynamic and fast-paced environment.
    Maintains absolute confidentiality of client information and safeguards client and company data; maintains high ethical standard in all practices.
    Demonstrate knowledge of defined contribution financial products and services
    Ability to travel frequently (25 – 40%)

    Preferred:
    consultative and negotiation skills, demonstrate strong verbal and written communications skills


    FEATURED BENEFITS:
    Medical Insurance
    Dental Insurance
    Vision Insurance
    401(k)
    Health Savings Account
    Paid Maternity Leave
    Paid Parental Leave
    Tuition Reimbursement

    #J-18808-Ljbffr
  • MidFirst Bank

    Relationship Manager

    1 day ago

    MidFirst Bank Atlanta, United States

    The Relationship Manager will be responsible for developing sound and profitable relationships. As a family owned bank, the ultimate goal is to establish relationships that span decades and generations. In addition, the Relationship Manager will actively pursue business developme ...

  • Regions Bank

    Commercial Relationship Manager

    2 weeks ago

    Regions Bank Atlanta, United States Full time

    Description · : At Regions, the Commercial Relationship Manager focuses on delivery of credit and a broad range of product / service client solutions within a dedicated geographic Area. Commercial Relationship Managers target general-industry clients with annual revenues between ...

  • Georgia's Own Credit Union

    Commercial Relationship Manager

    1 week ago

    Georgia's Own Credit Union Atlanta, United States Full time

    If you would enjoy working in a dynamic environment and are looking for an opportunity to become part of a stellar team of professionals dedicated to service, we invite you to apply online today. · A Commercial Lender identifies potential new business opportunities to increase th ...

  • Fifth Third Bank, N.A.

    Commercial Relationship Manager

    2 weeks ago

    Fifth Third Bank, N.A. Atlanta, United States

    Make banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: · Responsible for profitable business development as well as monitoring the quality of an ...

  • Fifth Third Bank, N.A.

    Commercial Relationship Manager

    2 weeks ago

    Fifth Third Bank, N.A. Atlanta, United States

    Make banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: · Responsible for profitable business development as well as monitoring the quality of an ...

  • WTW

    Client Relationship Management

    4 weeks ago

    WTW Atlanta, United States

    Client Management links our clients to our exceptional capabilities and solutions to drive profitable revenue growth. This includes responsibilities for growing revenue and managing a portfolio of clients across our two business segments, Health, Wealth and Career and Risk and Br ...

  • CRH

    Academic Relationship Manager

    1 week ago

    CRH Atlanta, United States

    CRH is a leading global diversified building materials group, employing over 75,800 people at more than 3,160 locations in 29 countries. CRH is the leading building materials company in North America and the world. We manufacture and distribute a diverse range of superior buildin ...

  • First Horizon

    Commercial Relationship Manager

    11 hours ago

    First Horizon Atlanta, United States

    Location: On site, Cumberland, GA, or Atlanta, GA · Summary · Develops new customer prospects and business with commercial clients, with the potential to manage a portfolio of commercial clients. Makes and services a wide variety of business and individual loans to build long-te ...

  • Novelis North America HQ

    Business Relationship Manager

    3 days ago

    Novelis North America HQ Atlanta, United States

    Position Overview: · Company Overview · Novelis is one of the world leaders in aluminum recycling and rolling and a leading sustainable aluminum solutions provider. Driven by our purpose of shaping a sustainable world together, we work alongside our customers to provide innovat ...

  • Aston Carter

    Partner Relationship Manager

    2 weeks ago

    Aston Carter Atlanta, United States

    Partner Relationship Manager paying $40-42/hour · Permanently remote but must work EST hours · Description: · Will work on different programs and program initiatives · Setting up new tooling · Workflow mapping with partner mgmt teams · A lot of work on how to improve partner team ...

  • Zurich NA

    Customer Relationship Manager

    3 days ago

    Zurich NA Atlanta, United States

    Customer Relationship Manager - Employee Benefit Solutions · 113606 · We have an exciting opportunity for a Customer Relationship Manager (CRM) to join our Zurich Global Employee Benefits Solutions (ZGEBS) team. This role will build and maintain relationships with multinational c ...

  • Regions Bank

    Commercial Relationship Manager

    1 week ago

    Regions Bank Atlanta, United States

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, ...

  • MRI Spokane

    CRE Relationship Manager

    1 week ago

    MRI Spokane Atlanta, United States

    Job Details · Description · The Relationship Manager will be responsible for developing sound and profitable relationships. As a family owned bank, the ultimate goal is to establish relationships that span decades and generations. In addition, the Relationship Manager will acti ...

  • Willis Towers Watson

    Client Relationship Management

    2 weeks ago

    Willis Towers Watson Atlanta, United States

    Client Management links our clients to our exceptional capabilities and solutions to drive profitable revenue growth. This includes responsibilities for growing revenue and managing a portfolio of clients across our two business segments, Health, Wealth and Career and Risk and Br ...

  • Novelis

    Business Relationship Manager

    11 hours ago

    Novelis Atlanta, United States

    Position Overview · Business Relationship Manager · Novelis is one of the world leaders in aluminum recycling and rolling and a leading sustainable aluminum solutions provider. Driven by our purpose of "shaping a sustainable world together," we work alongside our customers to pr ...

  • Aston Carter

    Partner Relationship Manager

    2 weeks ago

    Aston Carter Atlanta, United States

    Partner Relationship Manager paying $40-42/hour · Permanently remote but must work EST hours · Description · Will work on different programs and program initiatives · Setting up new tooling · Workflow mapping with partner mgmt teams · A lot of work on how to improve partner ...

  • BlackRock, Inc.

    Associate, Relationship Manager

    2 weeks ago

    BlackRock, Inc. Atlanta, United States

    · About this role · About BlackRock · BlackRock's purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, our clients turn to us for the solutions they need when planning for their most ...

  • Georgia's Own Credit Union

    Commercial Relationship Manager

    3 days ago

    Georgia's Own Credit Union Atlanta, United States

    If you would enjoy working in a dynamic environment and are looking for an opportunity to become part of a stellar team of professionals dedicated to service, we invite you to apply online today. · A Commercial Lender identifies potential new business opportunities to increase th ...

  • Fifth Third

    Commercial Relationship Manager IV

    2 weeks ago

    Fifth Third Atlanta, United States

    Make banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: · Responsible for profitable business development as well as monitoring the quality of ...

  • Member Business Financial Services

    Credit Union Relationship Manager

    2 weeks ago

    Member Business Financial Services Atlanta, United States

    Job Description · Job DescriptionAre you a self-motivated individual with strong people skills and a desire to work with local businesses who are dedicated to meeting the needs of their communities? Member Business Financial Services LLC (MBFS) is looking for experienced commerci ...