Retirement Services Regional Client Manager

Association County Commissioners of GA•Atlanta, GA

31d•Remote

About The Position

Performs senior level professional work providing retirement program information and services to jurisdictions and employees in an assigned region, and related work as apparent or assigned. Work is performed under supervision of the Field Services Manager and the limited supervision of the Deputy Director and Director of Retirement Services. The person selected for this role will serve counties in the South-Central part of Georgia: from Grady to Ware, as far North as Macon and Peach Counties.

Requirements

Thorough knowledge of Association defined benefits operations, programs, policies and regulations;
Thorough knowledge of industry, state and federal rules and regulations associated with defined benefits and related programs;
Thorough knowledge of the geography of the assigned territory and ability to exhibit good judgment regarding the best strategies to approach the different client environments;
Thorough knowledge of the Handbook for Georgia County Commissioners and the relevant fundamentals of county government in Georgia;
General knowledge of the Official Code of Georgia, state and federal rules and regulations;
Skill in the use of standard office software applications, specifically Microsoft Office products, including Outlook, Word and Excel;
Ability to communicate ideas effectively in both oral and written formats;
Ability to express complex ideas clearly and concisely in a public speaking environment;
Ability to establish and maintain effective working relationships with associates, elected and appointed officials, clients, internal and external investment company wholesalers and the general public.
Bachelor's degree with coursework in finance, accounting, economics, or related field and
considerable (3 to 5 years) experience in financial services,
or equivalent combination of education and experience.
Possession of Financial Industry Regulatory Authority Series 6 and 63 licenses, or attainment within 3 months of hire;
Certified Retirement Counselor (CRC) certification, or attainment within 2 months of hire;
Possession of appropriate State Life and Health Insurance and variable annuity licenses;
Valid driver's license in the State of Georgia.
ACCG employees must have a primary residence within the state of Georgia.

Responsibilities

Supports the Association's "Four Pillars," civic engagement, leadership development, legislative advocacy, and membership services through the support of staff and interaction with local governments and authorities; has knowledge of and general understanding of the programs and services offered by the Association;
Provides and exhibits outstanding customer service, teamwork, and organizational commitment;
Represents the Association to jurisdictions in assigned geographic region; establishes contacts and relationships with jurisdiction, management, staff and elected officials; receives and responds to program participant and Association staff inquiries covering specifics of various retirement plans, investments, distribution requests, retirement needs, plan review and website navigation;
Coordinates site visits with appropriate jurisdiction staff; participates in individual and group meetings, employee benefit/retirement fairs, and educational workshops;
Partners with jurisdiction to conduct new employee orientations; explains programs available to jurisdiction; assists with the completion of required forms; submits completed paperwork for processing;
Meets with groups of jurisdiction employees and retirement program participants in defined contribution and defined benefit programs to educate, enroll, and provide service for investment accounts; distributes defined benefit statements to program participants and explains changes, updates and effects on individual retirement plans;
Conducts retirement workshops for targeted groups identified in conjunction with jurisdiction; prepares presentation materials; presents materials and responds to questions and discussion; contacts interested attendees to provide on-going assistance in determining and assessing individual retirement goals;
Responds to contacts by employees and program participants individually in person, by email, or telephone; explains program provisions; assists Defined contribution participants in making investment decisions; provides information regarding 457 Unforeseeable Emergency distributions; discusses Defined Benefit retirement provisions and options for retirement; assists in website navigation;
Meets with individual participants in Defined Contribution programs prior to termination or retirement; discusses options for distribution of accounts;
Meets with beneficiaries of deceased participants to provide information regarding benefits under the retirement programs; assist beneficiaries in making financial decisions regarding benefits or other financial considerations related to the retirement program;
Represents the Association at various professional and legislative conferences and meetings;
Develops travel schedule, submits travel and related expenses; prepares and submits reports related to jurisdiction activities regarding possible changes to retirement or other programs and other activities that may affect client relationships;
Determines supply needs for self or jurisdictions, including forms, packets and marketing materials; ensures timely request and receipt of materials; arranges shipment of supplies and materials to jurisdiction and other locations as needed;
Keeps abreast of market activity and economic conditions; stays current on changes or possible changes to retirement regulations and their potential impact on individual retirement plans and investment accounts;
Ensures that all Continuing Education and State and FINRA requirements are met to maintain credentials needed to perform duties; attends necessary classes and completes testing in person or via web; files appropriate paperwork with credentialing agencies;
Operates a variety of standard office equipment;
Supports the overall organization by executing the directives as set forth by the Association;
Operates from a remote (home) field office with travel to jurisdictions in assigned area 3-4 times a week;
May require overnight travel.