Manager, Client Relationship Management

Healthcare Association of New York State • Rensselaer, NY

2d

About The Position

The Healthcare Association of New York State (HANYS) is seeking a Manager, Client Relationship Management for its subsidiary, TruePlan Benefit and Retirement Advisors (TruePlan), an employee benefits and retirement plan consulting firm. The role manages all aspects of client relationships and reports to the Vice President, Retirement Plan Services. The position involves regular travel throughout Western New York and to the Rensselaer, New York office. A remote working environment may be considered for candidates located within New York State.

The salary range is $99,000 to $103,000 annually, with an annual incentive of up to 10% based on performance metrics. The offered pay rate depends on the successful candidate's relevant experience, knowledge, skills, abilities, and internal equity.

Requirements

• Associate's degree and three to five years of related experience; seven years of related product or client experience may substitute for the education requirement. An equivalent combination of education and experience may also be substituted.
• New York State Life, Accident and Health license, or ability to obtain it within six months after hire.
• Series 7 and 66, or Series 6, 63, and 65 licenses, or ability to obtain the required licenses within six months after hire.
• High standards of professionalism.
• Ability and confidence to present, work, and build relationships with senior-level staff, and provide clients consultative value from a global and strategic perspective.
• Working knowledge of and ability to remain current on regulations governing retirement plans, including 403(b), 401(k), and non-qualified plans.
• Proficiency in Microsoft Office, including Outlook, Word, Excel, and PowerPoint.
• Self-starter who is motivated and enthusiastic, with exceptional interpersonal and long-term relationship-building skills.
• Excellent communication skills and comfort presenting to boards of directors and C-suite individuals.
• Excellent attention to detail, project management, and organizational skills.
• Ability to prioritize duties and work independently.

Nice To Haves

• Bachelor's degree preferred.

Responsibilities

• Maintain strong, trusting client relationships and provide superior customer service.
• Ensure client satisfaction through periodic meetings and discussions about service levels, plan utilization, product offerings, and plan design.
• Manage request for proposal (RFP) and request for information (RFI) processes for existing clients.
• Coordinate transition activities among clients, selected vendors, and staff for newly acquired clients.
• Develop annual client communication and education plans to support retirement plan participation and retirement readiness goals.
• Ensure clients have effective and efficient administrative procedures.
• Update clients on legal and regulatory changes relating to retirement programs and coordinate activities to incorporate changes into client programs.
• Work with clients’ attorneys and internal legal resources, directly or with the Consulting Executive, to understand and communicate client compliance requirements.
• Educate senior management on plan design, operation, and effectiveness in meeting organizational goals.
• Prepare and conduct periodic formal plan review meetings with client-designated committees or personnel to support compliance, oversight, and governance.
• Resolve administrative problems arising among participants and vendors.
• Assist with individual employee enrollment when necessary.
• Assist the sales and marketing team with sales presentations as necessary.
• Attend outside training activities to maintain current knowledge of retirement plan industry trends and regulatory changes.
• Review and comply with the firm's compliance manuals and required procedures.
• Maintain licenses in current and proper status through continuing education, seminars, and conferences to meet FINRA, SEC, and New York State Insurance Department requirements.
• Discuss clients’ business needs and related activities to identify potentially appropriate TruePlan products and services, and refer opportunities to TruePlan sales staff.
• Perform other duties as assigned.
• Travel within the assigned territory to meet clients, typically several times per month.

Benefits

• Annual incentive of up to 10% based on certain performance metrics.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: Associate degree