Manager, Client Relationship Management

VetJobs•Rensselaer, NY

4d•$99,000 - $103,000•Remote

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 provides employee benefits and retirement plan consulting to help finance and human resource leaders improve plan offerings, stay competitive, and reduce costs. Reporting to the Vice President, Retirement Plan Services, this position manages all aspects of client relationships. The role involves regular travel throughout Western New York and to the Rensselaer, New York office. A remote working environment may be considered within New York State. The annual salary range is $99,000–$103,000, plus an annual incentive of up to 10% based on performance metrics. The offer will reflect relevant qualifications 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 considered.
High standards of professionalism.
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, or ability to obtain the required licenses within six months after hire.
Ability and confidence to present, work, and build relationships with senior-level staff, and provide 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.
Ability to travel within the assigned territory to meet clients, typically several times per month.

Nice To Haves

Bachelor’s degree.

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 communication and education plans with clients to support retirement plan participation and retirement readiness goals.
Ensure clients have efficient and effective administrative procedures.
Update clients on legal and regulatory changes relating to retirement programs and coordinate activities to incorporate changes into client programs.
Work directly or in partnership with a Consulting Executive, client attorneys, and legal resources 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 appropriate committees or personnel to support compliance, oversight, and governance requirements.
Resolve administrative problems involving participants and vendors.
Assist with individual employee enrollment activity when necessary.
Assist the sales and marketing team with sales presentations as necessary.
Attend outside training activities to stay current on retirement plan industry trends and regulatory changes.
Review and follow the firm’s compliance manuals and required procedures.
Maintain required licenses 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 make referrals to TruePlan sales staff.
Perform other duties as assigned.