Sr. Relationship Manager

General Description: Responsible for overall client relationship management of complex retirement clients. Includes day-to-day servicing, client satisfaction, and retention. Consult with clients on complex issues such as plan design, compliance, product development, and special projects and fees. Serve as the primary executive-level contact for clients' management teams. Provide information on industry-level overview, trends, and cross-sell opportunities.

Responsibilities:

• Manage service quality and retention of assigned clients that utilize various services. Includes Direct Solutions, actuarial, OPEB, DC Consulting, or others.

• Ensure that USI Consulting Group (USICG) meets client deliverables.

• Coordinate delivery of periodic plan Investment Reviews. Includes performing quality control checks and implementing client investment fund changes.

• Coordinate education campaigns for assigned clients, demonstrating employee values and promoting plan participation. Includes development of compliance-approved materials and delivering presentations.

• Ensure required fee disclosures are accurately prepared and delivered to clients in accordance with industry regulations.

• Participate in the pricing, documentation, and completion of special projects. Includes preparation and proper filing of Supplemental Service Agreements executed by clients.

• Deliver plan-level revenue and expense analyses.

• Educate sales representatives on technical and legislative changes, produce enhancements, policies, and procedures.

• Serve as liaison with internal departments to service clients and identify cross-sell opportunities. Includes the Legal, Health & Welfare, Defined Benefit, Accounting, Communications, Investment and Marketing departments.

• Work with Legal team on plan drafting, amendments, SPDs, and corrective active actions. Ensure assigned plans comply with IRS/DOL regulations.

• Build and maintain positive team morale to assist with employee retention.

• Assume the lead role in establishing new client relationships and business implementation for retirement plans, including:

• Manage implementation and conversion of assigned new business.

• Assist with website demonstrations and DC capabilities/finalist presentations for prospective clients.

• Lead and actively participate in transition meetings or conference calls.

• Establish and continually review conversion timetable. Monitor progress and work with service teams to ensure timely completion of all deliverables.

• Coordinate timely preparation and execution of required plan documentation for all parties. Includes USICG, USI Securities, USI Investment Advisors, the Plan's trustee/custodian, etc.

• Develop client-specific materials to address unique client needs and plan provisions.

• Establish proper client expectations and adjust with client as needed.

• Manage client-related travel to control and accurately report expenses.

• Consult with clients on the financial and operational performance of their plans. Make recommendations of improvements or alternatives when appropriate.

Knowledge, Skills and Abilities:

• 10 years + retirement or related business experience.

• Bachelor's degree in Actuarial Science, Accounting, Business, Finance, or Human Resources.

• Strong knowledge of Microsoft Office suite, including Excel, Word, and PowerPoint.

• Uniform Investment Adviser Law (Series 65 and 6) preferred.

• Strong customer service skills with the ability to build relationships with clients and partners.

• Problem-solving ability.

• Detail oriented. Strong organizational skills with ability to multi-task.

• Excellent verbal, written, and interpersonal communication skills.

• Ability to work in a team environment and adapt to new or changing circumstances.

• Ability to meet all client deliverables. May require extended working hours during certain periods.

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.

Job ID:

28789