Job Description

POSITION: CLIENT RELATIONSHIP MANAGER - RETIREMENT PLANS (SFP WEALTH)  REMOTE/TELECOMMUTE AVAILABLE FOR QUALIFIED EMPLOYEES We are looking for a highly motivated candidate who would like to pursue a long-term career in our corporate Retirement Plan Consulting Department. The Client Relationship Manager will be responsible for developing long-term relationships with our corporate clients and managing the day-to-day operations and servicing of group retirement plans.  About Our Retirement Plan Consulting Department: The Retirement Plan Consulting Department assists companies with the investment & operational management of their corporate retirement plan benefit (401(k),403(b),457 Plans, etc.). Client services are comprised of fiduciary governance, investment monitoring, plan design, service provider RFP’s, operational guidance, & employee education support. Position Responsibilities: •    Establish and maintain relationship with clients by providing superior customer service & problem-solving solutions •    Maintain ongoing service strategy created for each individual client and recognize opportunities to modify service model to better suit the needs of the client •    Facilitate client (plan sponsor), and participant inquiries/service requests in a proactive manner •    Schedule, coordinate, and attend client review meetings •    Manage pre and post client meeting tasks: preparation and understanding of investment monitoring reports, operational analysis (plan design, compliance, legislative updates), meeting minutes, investment changes, plan amendments, etc) •    Conduct client RFP's and pricing analysis of relevant parties (recordkeepers & third party administrators) •    Work with plan sponsor to design participant education campaigns with the goal of increasing participation and contribution rates •    Conduct on-site and/or virtual employee educational group seminars, employee enrollment meetings, and one-on-one participant consultations •    Onboard new clients, including the collection of required documentation and client information. •    Oversee CRM for assigned clients (input client data, update information, manage client tasks) Requirements & Qualifications:  •    BA/BS required •    Prior experience in the retirement plan industry required (Minimum 3 - 4 years) •    Knowledge and understanding of corporate/group retirement plans, retirement plan design, investment monitoring, plan administration, and basic understanding of retirement plan rules & regulations. •    FINRA Licensing required (Series 6, 63, 65 and/or 7) •    Industry designation(s) preferred but not required (Ex: CRPS, QKA) •    Strong verbal and written communications skills •    Comfortable presenting in front of groups •    Intermediate to advanced level of Microsoft Excel, Adobe, & Powerpoint •    Valued qualities: attentive, detail oriented, efficient, diligent follow-up skills •    Ability to work independently and in a collaborative team environment Compensation and benefit packages are extremely competitive within the industry and will include significant incentives for both team and individual performance. The firm will also consider support for further education and/or industry designations. Our culture is one that rewards strong performance with increased responsibility and professional growth opportunities. If you are interested in making an immediate impact on a fast-growing firm, we invite you to apply today!  

Company Description

SFP Wealth is a multi-faceted financial services practice that provides both private and corporate client advisory and retirement planning services. Our retirement plan department assists companies with the investment & operational management of their corporate retirement plan benefit (401(k),403(b),457 Plans, etc.). Client services are comprised of fiduciary governance, investment monitoring, plan design, service provider RFP’s, operational guidance, & employee education support.