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Avondale Estates

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

    MAI Wealth Management, Inc.
    MAI Wealth Management, Inc. Avondale Estates, United States

    Found in: Lensa US 4 C2 - 5 days ago

    MAI Wealth Management, Inc. background
    Description
    Job Description

    Job 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

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