Client Relations Manager

Job title:

Client Relations Manager

Company

RedShift Recruiting

Job description

Job DescriptionJob ID#:4653Job Category:Accounting/FinanceA leading benefits and retirement advisory firm is seeking a Client Investment Relations Manager to join its growing team. This role offers flexibility of a hybrid work option within New York State, while requiring regular travel throughout Western New York and to the company’s office near Albany.This position plays a key role in managing client relationships and ensuring the successful delivery of retirement plan consulting services. The ideal candidate will bring strong communication skills, retirement plan expertise, and a consultative approach to client service.Responsibilities of the Client Investment Relations Manager will include:

• Cultivate and maintain trusted relationships with clients, ensuring high levels of satisfaction and responsive service.
• Conduct regular client meetings to review service quality, plan performance, product options, and design enhancements.
• Manage the RFP/RFI process for existing clients, ensuring timely and effective vendor evaluation.
• Coordinate all aspects of onboarding new clients, including vendor selection and implementation planning.
• Work collaboratively with clients to develop and implement annual education and communication plans that support plan engagement and retirement readiness.
• Support effective plan administration by advising clients on efficient operational procedures.
• Keep clients informed of legislative and regulatory updates impacting retirement programs and guide integration of required changes.
• Partner with legal teams to interpret and communicate compliance responsibilities.
• Educate senior client leaders on plan design effectiveness and alignment with organizational goals.
• Lead or support formal plan review meetings to ensure proper oversight, governance, and fiduciary compliance.
• Troubleshoot and resolve administrative issues between plan participants and vendors.
• Support participant enrollment sessions and other client-facing education efforts as needed.
• Participate in business development initiatives, including sales presentations with internal sales and marketing teams.
• Stay informed on industry trends and regulatory changes through training, seminars, and continuing education.
• Maintain all required industry licenses and certifications in good standing.
• Identify additional service opportunities during client discussions and refer to appropriate internal teams for follow-up.

Job RequirementsQualifications of the Client Investment Relations Manager:

• Associate’s degree required (Bachelor’s preferred); or equivalent combination of education and experience.
• Minimum of 3–5 years of relevant experience required; 7 years may substitute for education requirement.
• Active or obtainable within 6 months: NYS Life, Accident & Health License and FINRA Series 6, 63, and 65.
• Demonstrated experience working directly with senior leaders and providing consultative value at a strategic level.
• Solid understanding of 403(b), 401(k), and non-qualified retirement plans, including regulatory requirements.
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).
• Highly motivated self-starter with excellent interpersonal skills and a passion for building long-term client relationships.
• Strong communication, organizational, and project management skills; able to manage multiple priorities with precision.
• Confident in presenting to Boards and C-suite executives.
• Travel throughout Western New York and to Albany area office required several times per month.

Pay for this position is commensurate with experience and education, ranging roughly from $96,000 – $100,000.To see a full listing of all our open positions, please visit:
https://www.redshiftrecruiting.com/jobs-hiring-near-meredShift Recruiting is the region’s premier recruiting agency with over 100 years of combined experience in the recruiting field. We specialize in permanent, temporary, and temp-to-hire positions. Our superior service combined with our highly qualified and carefully selected bank of candidates sets us apart.

Expected salary

$96000 per year

Location

Rensselaer, NY

Job date

Fri, 16 May 2025 00:55:51 GMT

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