Manager of Relationship Management

Job Summary

A company is looking for a Manager of Relationship Management to oversee client accounts and team performance in the retirement plan industry.

Key Responsibilities

• Supervise and support a team of Relationship Managers, including onboarding and performance feedback
• Monitor client interactions and ensure timely resolutions across all service requests
• Lead client meetings and collaborate with internal teams to enhance client service delivery

Required Qualifications

• 5-7+ years of experience in relationship or client management within the retirement plan or financial services industry
• 2-3 years of supervisory or team lead experience
• Solid understanding of qualified retirement plans (401(k), 403(b), etc.)
• Bachelor's degree required; industry credentials such as QKA, QPA, or AIF are a plus
• Experience with CRM systems and Microsoft Office Suite