401k Client Relationship Manager

REMOTE, IL | Fully Remote

Posted: 11/28/2023 Industry: Employee Benefits & Retirement Services Job Number: RC23.4.21.3 Experience:

Job Description

Title: 401k Client Relationship Manager (FULLY REMOTE)

We are seeking a 401k Client Relationship Manager to join our team. The successful candidate will be responsible for managing and servicing a portfolio of 401k retirement plan clients, as well as developing new business opportunities.


  • Manage a portfolio of 401k retirement plan clients, including plan sponsors and participants
  • Serve as the primary point of contact for clients and build strong relationships to ensure long-term retention
  • Provide guidance and support to clients in managing their retirement plans, including plan design, implementation, and ongoing administration
  • Collaborate with a team of advisors, underwriters, and third-party administrators to ensure timely and accurate delivery of services to clients
  • Develop and maintain a deep understanding of industry trends, regulatory changes, and market conditions to provide the most accurate and relevant advice to clients
  • Identify and develop new business opportunities through networking, referrals, and other sales strategies
  • Participate in client meetings and presentations to educate clients on the benefits of a 401k retirement plan and the importance of retirement planning


Job Requirements


  • Bachelor's degree in business, finance, or a related field
  • Minimum of 2 years of experience in retirement plan account management, with a focus on 401k plans
  • Strong communication and interpersonal skills
  • Thorough understanding of 401k retirement plans, including plan design, administration, and compliance
  • Ability to work independently and as part of a team
  • Relevant industry certifications such as ASPPA, QKA, or QPA are preferred

We offer a competitive salary, commission, and benefits package, as well as ongoing training and development opportunities. If you are interested in this exciting opportunity, please submit your resume for consideration. We look forward to hearing from you!

Meet Your Recruiter

Rodney Castor

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