Client Relationship Manager

Mutual of America Financial GroupJob Title: Client Relationship ManagerLocation: Charlotte, NC (hybrid)Who We Are:At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid foundation of integrity, excellence, and social responsibility. We were founded in 1945 to provide small and mid-sized nonprofit organizations with pension and retirement-related services, along with leading customer support. Today, we provide these services also to for-profit companies, as well as to governmental entities, Tribal enterprises, institutional investors, and individuals. We work diligently to understand the needs of our customers so we can help them achieve their financial savings goals.We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future.Role Summary:The Client Relationship Manager (CRM) position will focus on engaging, building and strengthening their region's existing client base. The Client Relationship Manager will report to the Director, Senior Client Relationship Manager. Responsibilities:Build and maintain long-term relationships with clients and key personnelManage the day-to-day operations and servicing of group retirement plan clientsOn an ongoing basis, maintain compliance calendar for each client to ensure timely execution of required annual compliance tasksFacilitate client (plan sponsor), and participant inquiries and service requests in a proactive mannerMeet with clients (board members, committees, and C-suite executives) to conduct plan review meetingsManage pre and post client meeting tasks: preparation of meeting material (plan health reports, investment reviews, plan design, compliance, legislative updates), post-review meeting minutes, plan amendments, fund changes etc.)Coordinate plan support services (audit support, 5500's, NDT testing) with home office to ensure services are delivered timely and accuratelyEngage in client retention and growth objectives within assigned book of clientsSeek opportunities for client service model enhancements and identify opportunities for increasing plan contributions (payroll integration, plan design enhancements, etc.)Work closely within the regional team to coordinate appropriate delivery of MOA servicesWork with Plan Sponsor and Participant Account Specialist to design participant education campaignsConduct group education presentations, enrollment presentations, and participant 1:1 meeting to the employees of a client when needed (when Participant Account Specialist is unavailable)Leverage existing client relationships for new opportunities within the regionAttend client events (with regional team) to enhance relationshipSalesforce upkeep (input client contact data, update plan information, manage client tasks).Required Qualifications:Excellent business writing, presentation, and public speaking skillsComfortable presenting in front of groups & C-suite executivesClient relationship management experienceAbility to handle pressure, prioritize, and multitask during a business dayAbility to work flexible hoursActive FINRA Series 6, 63 and SIE or must be obtained within the first year of employmentActive State Life and Health Insurance License (in all states covered) required or obtained within first year of employmentValid driver's licensePreferred Qualifications:Bachelor's DegreePrior work experience in group retirement plan industryKnowledge and understanding of corporate/group retirement plans (403(b), 401(k) and 457 plans) including: retirement plan design, investment monitoring, plan administration, compliance testing and enhanced understanding of retirement plan rules & regulations.What we offer you:Competitive base salaryAnnual BonusComprehensive Benefits Package (medical, dental, and vision) that starts day one of employment401(k) Match: 100% Employer Match on up to 6% of employee contributions (Salary and Incentive Comp)Parental Leave: 8 weeks fully paidPaid time off: 20 days plus two floating personal holidays The salary range below describes the minimum to maximum base salary range for this role. The role is also eligible for an annual bonus; whereby total compensation may exceed this range depending on individual and / or company performance. Base Salary Range: $65,000 - $90,000Visit www.mutualofamerica.com/careers for additional details about life at Mutual of America. You can also follow us on Twitter: @mutualofamerica | Facebook: @mutualofamericaMutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law.Equal Opportunity EmployerThis employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.