Sr. Client Manager (Boston or Remote, Nationwide)

Financial Engines • Boston, MA

51d • Remote

About The Position

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives. Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us. As a Sr. Client Manager on the Sponsor Engagement team, you'll play a pivotal role by providing exceptional service and operational oversight to plan sponsors. In this role, you will both partner with Relationship Executives to service large, complex plans while also serving as the primary business owner of a small book of plan sponsors. This includes meeting or exceeding client expectations, focusing on client retention, revenue growth, and client happiness. Sr. Client Managers partner with the client team to provide client reporting, support client events, manage the delivery of communication programs, and other necessary items to ensure plan sponsor needs are being met. In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team's existing talents. For this Sr. Client Manager role, we are seeking a candidate with exceptional organization skills, experience presenting clear ideas, and a thirst to learn and grow to help us achieve high client satisfaction while driving revenue growth. If you are someone who thrives in a fast-paced, high-stakes environment while being a creative problem solver, this may be an opportunity for you!

Requirements

• 3-5 years of institutional client facing experience in Defined Contribution space or similar industry, with a consistent record of working with large institutional client relationships
• Knowledge of retirement plans and issues and challenges of the 401(k) marketplace
• Strong interpersonal, written communication, and conflict resolution skills
• Experience presenting to and communicating sophisticated concepts to people with various levels of seniority within an organization
• Ability to empower and influence internal colleagues, including crafting and maintaining positive relationships with team members, partners and senior management
• Some travel required

Responsibilities

• Serve as liaison between EFE, the plan sponsor and the plan recordkeeper for operational aspects to support the sponsor and their participants.
• Serve as primary client contact for a subset of clients, helping them understand EFE's value proposition and providing updates on new products and services, as well as updates to EFE's business strategy
• Develop and implement renewal strategies for assigned clients.
• Represent clients' Interests with internal partners: Seek and synthesize input from clients regarding business needs. Understand prioritization and importance for client's needs and advocate appropriately within EFE.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: No Education Listed