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Marsh McLennan Agency · 5 months ago

Senior Relationship Manager, Retirement Services

Conshohocken, PA

Full-time

Hybrid

Senior Level, Lead/Staff

$132K/yr - $180K/yr

8+ years exp

Marsh McLennan Agency is a leader in the employee benefits marketplace, dedicated to simplifying health and welfare benefits for various companies. The Senior Relationship Manager is responsible for managing executive-level relationships with corporate clients, providing advisory services for retirement plans, and ensuring compliance with regulations.

Employee BenefitsHealth CareInsuranceRetirement

Growth Opportunities

Responsibilities

Client Relationship Management: Develop and maintain strong relationships with clients, serving as their primary point of contact for retirement plan consulting services. Understand clients' business objectives and retirement plan goals to provide tailored solutions and recommendations

Consultative Services: Conduct comprehensive retirement plan reviews and assessments, identifying areas for improvement and optimization. Provide expert guidance on plan design, compliance, investment options, and participant engagement strategies

Regulatory Compliance: Stay current on retirement plan regulations and industry trends to ensure clients remain compliant and informed. Assist clients in navigating complex regulatory requirements and reporting obligations

Investment Strategy: Collaborate with clients to develop and implement effective investment strategies that align with their retirement plan objectives. Monitor investment performance and provide ongoing recommendations for adjustments as needed

Education and Training: Conduct educational sessions and workshops for clients and their employees to enhance understanding of retirement plan benefits and options. Develop and distribute educational materials to support client initiatives

Work closely with internal teams, including sales, compliance, and operations, to ensure seamless service delivery

Serve as a thought leader in the retirement industry, understanding fiduciary risks and financial implications that are crucial for our clients

Qualification

Retirement Services experienceClient Relationship ManagementInvestment StrategyRegulatory ComplianceSecurities licenses (FINRA Series 65/66)Analytical skillsCommunication skillsOrganizational skillsProblem-solving skillsTeamworkAttention to detailDecision-making abilityFlexibilityCreativity

Required

Bachelor's Degree preferred

A minimum of eight (8) years of experience in Retirement Services in a Relationship Management capacity

Demonstrated experience with large clients required, with specific experience operating at the C-level regarding negotiations and relationship management

Flexibility and creativity in developing innovative and customized business solutions

Strong investment and fiduciary management knowledge

Appropriate securities licenses required (FINRA Series 65/66)

Effective analytical, math and problem-solving skills, sound judgment, strong decision-making ability, confidence to make difficult decisions and excellent communication skills

Must be organized, detail oriented and able to translate big picture ideas into client objectives

Strong organizational, management and account planning skills with analytical skills and strong attention to detail

Work in a high production team environment with a high degree of complexity

Operate independently and provide appropriate information and direction to other individuals

Provide effective, accurate, clear communication to internal company team members and clients

Ability to interact in a professional manner with clients, vendors, and internal departments including sales, marketing, HR, Finance, IT and other functional areas within MMA East and designated key accounts

Ability to interact with and focus on information gathering and collaborative solution development in a proactive manner

Ability to handle sensitive and confidential information

Excellent troubleshooting, decision making and problem-solving skills

Solid interpersonal, verbal and written communication skills

Ability to work well independently and as a team member; multitask and successfully operate in a fast-paced work environment; prioritize projects and meet deadlines

Ability to follow through on and successfully execute tasks while adhering to specified quality standards

Must be proficient in the Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, and Access)

Proficiency in use of PC such as keyboard skills and electronic folder/file organization and management

Aptitude for learning internal systems, applications and internal workflow of the department

Must be able to effectively interact and deal with people at all levels inside and outside of the company

Benefits

Health and welfare benefits

Tuition assistance

401K savings and other retirement programs

Employee assistance programs

Company

Marsh McLennan Agency

Glassdoor4.4

Marsh McLennan is an insurance company that provides business insurance, employee benefits, and private client insurance solutions. It is a sub-organization of Marsh & McLennan.

Founded in 2003

White Plains, New York, USA

10001+ employees