Client Relationship Manager, Retirement Plans
: Job Details :


Client Relationship Manager, Retirement Plans

Alaant

Location: Rochester,NY, USA

Date: 2025-01-01T07:06:03Z

Job Description:

**Do you have experience managing retirement plans? Are you seeking an opportunity for personal and professional growth while maintaining a work/life balance? If so, Alaant Workforce Solutions is proud to partner with an industry leader in employee benefits and retirement plan consulting.**

**Hours and Benefits for the Client Relationship Manager, Retirement Plans:**

+ $94,000 to $97,000 a year based on experience level

+ Additional 10% annual incentive

+ Hybrid work environment

+ Remote may be considered if located in Western NY

+ Health, Dental and Vision (Employer contributes 80%!)

+ 401(k);

+ Employer contributes 2% of annual salary and an additional 8% of annual salary for a total contribution of 10% after one year of service

+ Up to 15 Vacation days, 12 Holidays, 12 Sick Days and 3 Personal Days

**Responsibilities for the Client Relationship Manager, Retirement Plans:**

+ Develop and nurture relationships with C-Suite executives, retirement plan committees, and board members

+ Educate senior management about the design, implementation, and overall effectiveness of the plan in achieving organizational objectives

+ Research and assess new legislation and regulations to understand their effects on clients' retirement plans

+ Oversee all transition processes with clients, chosen vendors, and team members to ensure a seamless and efficient onboarding for new clients

**Requirements for the Client Relationship Manager, Retirement Plans:**

+ Bachelor's degree and 5+ years of retirement plan advisory experience (particularly with C-Suite level) required

+ New York State Life and Health license and Client 6 & 63, 65 required or obtained within six months post hire

+ Proficient in Microsoft Office (Outlook, Work, Excel, and PowerPoint)

+ Travel as required (at least 25%)

**For more details on this role contact:**

**Alex Cosmer (he/him), Sr. Talent Acquisition Manager, ...@alaant.com or (518) ###-####**

_Alaant Workforce Solutions wants all interested applicants to know we hire a diverse workforce and are actively recruiting candidates in accordance with diversity, inclusion and equal opportunity policies._

_This is an immediate opportunity. The interview process will be comprised of a combination of virtual and onsite meetings/interviews._

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**At Alaant we believe in People First! We Care. We Listen & We Support.**

**www.alaant.com**

Apply Now!

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