- Accountable for full-cycle recruitment, management, and development of assigned Client Relationship team members. Includes performance management and training.
- Support team members in the management of their client books. Includes reviewing deliverables prepared by team members and providing regular feedback.
- Ensure team's adherence to practice processes and procedures.
- Provide proactive, personalized support to a small book of mid-market and large clients. Includes clients with complex plan designs or corporate structures.
- Maintain service calls with clients and recordkeepers. Facilitate efficient and compliant plan operations.
- Ensure client satisfaction and delivery of services according to agreements. Includes understanding client needs and engaging resources/solutions to meet those needs.
- Negotiate with recordkeepers for services and/or fee concessions on behalf of clients.
- Answer client questions regarding plan operations, compliance, fees, and investments.
- Participate in sales finals presentations and support the sales process. Rebid RFPs.
- Identify opportunities to meet client needs through cross-selling CG services. Work with internal partners to secure engagements and new business referrals.
- Work with senior leadership to set appropriate goals for team members.
- Build trust and act as an escalation point for employees and clients.
- Share ideas with practice leadership to improve services, deliverables, and the employee experience.
- Foster relationships with direct reports, across the practice, and with other internal teams.
- Participate in committees to enhance business processes. Lead practice and/or team initiatives.
- Assist in the development and implementation of new services.
- 8 years + of retirement experience, including 2 years as a senior client relationship manager.
- Bachelor's degree in math or business preferred, or equivalent work experience.
- Expert in the operation, design, and regulations governing DC plans.
- ASPPA Qualified 401(k) Consultant (QKC) certificate preferred.
- Ability to effectively coach team members and communicate management decisions and policies.
- Ability to problem solve and prioritize work for self and others.
- Excellent verbal and written communication skills.
- Strong people management skills with the ability to build relationships with clients/partners.
- Self-motivated and detail oriented.
- Working knowledge of internet-based programs and Microsoft Office products.
- May include up to 25% travel.
- Constantly (over 66% of time) work performed requires employees to use repetitive hand motions such as typing, using a keyboard, and sitting at a desk.
- Frequently (34%-66% of time) work performed requires employees to handle and grasp things, walk on normal surfaces, stand, and bend.
- Occasionally (1%-33% of time) work performed requires employees to walk on uneven or slippery surfaces to and from work and occasionally reach outward to grab things and bend.
- Rarely (< than 1 hour per week) work performed requires lifting/carrying items that range from 10-50lbs, pushing/pulling items that range from 10-50lbs, twisting/turning including reaching over shoulder or above head, kneeling or squatting.
-
Relationship Manager
3 weeks ago
ACCESSbank, Omaha Nebraska Omaha, United StatesSince opening our doors in 2007, our aim has always been to establish ourselves as Omaha's leading community-focused bank. For ten consecutive years, B2B Magazine has recognized us as the "Best Bank," a distinction complemented by five Excellence Awards from the Omaha Chamber of ...
-
Broker Relationship Manager
2 weeks ago
Humana Omaha, United StatesBecome a part of our caring community and help us put health first · The Broker Relationship Manager develops and maintains relationships with small and medium-sized accounts. The Broker Relationship Manager work assignments involve moderately complex to complex issues where the ...
-
Business Relationship Manager
1 week ago
Omaha Public Power Omaha, United StatesBusiness Relationship Manager · We are seeking a dynamic, self-directed, and experienced Business Relationship Manager to act as a strategic interface between the OPPD Technology & Security business unit and one or more business partners to align OPPD priorities with business ca ...
-
Senior Client Relationship Manager
2 weeks ago
USI Insurance Services, Inc. Omaha, United StatesResponsible for work product and management of assigned Client Relationship team members. Provide day-to-day servicing for a small book of complex DCC investment advisory clients. Ensure client satisfaction and retention of assigned clients and the t Relationship Manager, Client ...
-
Business Relationship Manager
2 weeks ago
Omaha Public Power Omaha, United StatesBusiness Relationship Manager We are seeking a dynamic, self-directed, and experienced Business Relationship Manager to act as a strategic interface between the OPPD Technology & Security business unit and one or more business partners to align OPPD Relationship Manager, Relation ...
-
Business relationship manager
1 week ago
Omaha Public Power Omaha, United StatesFull job description · Responsibilities · Business Relationship Manager · We are seeking a dynamic, self-directed, and experienced Business Relationship Manager to act as a strategic interface between the OPPD Technology & Security business unit and one or more business partners ...
-
Business Relationship Manager/Branding
3 weeks ago
B Street Collsion Center Omaha, United StatesBusiness Relationship Manager/Branding (Omaha, NE) · B Street Collision is looking for someone to join the team as a Business Relationship Manager In this role you will maintain and build relationships with industry partners through unique and innovative channels. Whether you're ...
-
Business Relationship Manager/Branding
1 week ago
B Street Collsion Center Omaha, United StatesBusiness Relationship Manager/Branding (Omaha, NE) · B Street Collision is looking for someone to join the team as a Business Relationship Manager In this role you will maintain and build relationships with industry partners through unique and innovative channels. Whether you're ...
-
Business Relationship Manager/Branding
4 weeks ago
B Street Collsion Center Omaha, United StatesBusiness Relationship Manager/Branding (Omaha, NE) · B Street Collision is looking for someone to join the team as a Business Relationship Manager In this role you will maintain and build relationships with industry partners through unique and innovative channels. Whether you're ...
-
Business Banking Relationship Manager
4 weeks ago
U.S. Bank Omaha, United StatesAt U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...
-
Business Relationship Manager/Branding
2 weeks ago
Bstreetcollision Omaha, United StatesBusiness Relationship Manager/Branding (Omaha, NE) · B Street Collision is looking for someone to join the team as a Business Relationship Manager In this role you will maintain and build relationships with industry partners through unique and innovative channels. Whether you're ...
-
Merchandiser
2 weeks ago
Jacent Strategic Omaha, United StatesMerchandiser · Our merchandisers are the heart and soul of Jacent. They're on the front lines in more than 17,000 stores placing just the right products, building displays, and working with store personnel – right in their own community. Our people are what makes us special and ...
-
Field Marketing Manager
4 weeks ago
RED Development Omaha, United StatesRED Development, LLC · Job Title: Field Marketing Manager Midwest · Status: Full-Time/Exempt · Reports to: Vice President, Property Management Marketing · Summary · The Field Marketing Manager – Midwest is responsible for tenant relations & implementation of shopping center marke ...
-
Float Senior Living Sales Consultant
4 weeks ago
Agemark Senior Living Omaha, United StatesWe are Agemark Senior Living and certified #17 in Fortune Best Workplaces for Aging Services Our 30+ years of experience in Senior Living has given us the insight to focus on what matters for our Residents, their families, and our Employees. We take care of those that took care o ...
-
Regional Director of Operations
4 days ago
CCL Hospitality Group Omaha, United StatesGreetings · ~ Exciting growth opportunity for a contract foodservice Sr. Living Regional Director of Operations that will lead, manage, and inspire a team of District Managers and other leaders in your region. You will be part of the regional leadership team and provide planning, ...
-
Catering Sales Manager
1 week ago
DoubleTree By Hilton Omaha Downtown Omaha, United StatesThe DoubleTree by Hilton Omaha Downtown is looking for a vibrant sales professional who has a passion for catering sales, relationships, and team building. We are looking for someone who is driven, creative, and has a strategic mind in terms of evaluating business opportunities f ...
-
Marketing and Promotions Coordinator
1 week ago
Walnut Media USA Omaha, United StatesMarketing and Promotions Coordinator – Walnut Media, Omaha NE · Job summary: · The Marketing and Promotions Coordinator will work with programming, digital and sales departments to develop · and execute successful promotional campaigns; build and maintain relationships with adver ...
-
Territory Manager
1 week ago
BG Medical Omaha, United StatesDo you currently, or have you in the recent past, worked at any of the following Companies listed below? · If you have, the opportunity to be first in line for that remote chance to begin a LIFETIME CAREERin MEDICAL DEVICE SALES ... · We are very proud to say, many in our Manag ...
-
Office Manager/Executive Assistant
2 weeks ago
Fleet Defender, Inc. Omaha, United StatesIntroduction to Fleet Defender, Inc.: · Join us at Fleet Defender, Inc., a trailblazer in the realm of advanced artificial intelligence, where our mission is to enhance the cybersecurity and safety of fleet vehicles. Our innovative approach and cutting-edge technology set us apar ...
-
Community Counseling Supervisor
1 week ago
Nebraska Methodist Health System Omaha, United StatesNebraska Methodist Health System is hiring for a Supervisor in Community Counseling · Join the Nebraska Methodist Health System's Community Counseling team as a Supervisor of Mental Health Practitioners In this dynamic role, you will oversee the planning and coordination of our o ...
Senior Client Relationship Manager - Omaha, United States - USI Holdings Corporation
Description
General Description:
Responsible for work product and management of assigned Client Relationship team members. Provide day-to-day servicing for a small book of complex DCC investment advisory clients. Ensure client satisfaction and retention of assigned clients and the team's clients. Participate with senior practice leadership, contributing to and executing on practice initiatives.
Responsibilities:
Knowledge, Skills and Abilities:
Physical Demands:
Work is performed in a climate-controlled office environment with minimal noise and limited to no exposure to chemicals or toxins.
Analysis of Physical Demands:
We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs.
USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.Job ID:
28034
