Client Team Manager – Core Market Defined Benefit

Role Overview

• Serve as primary point of contact for clients for Defined Benefit administration
• Prepare and participate in regular client service reviews and/or business planning meetings
• Lead associates on your team in the capacity of workload, quality, and timeliness
• Provide timely feedback on performance in order for associates to lead their daily tasks/deliverables, progress on their development and address any outstanding performance issues
• Develop effective performance measures and work with the associates on goals and initiatives that will improve both the organization and the associates’ career development
• Prepare annual performance and bonus reviews for associates
• Act as a technical resource and Defined Benefit professional for your associates, and lead by example for work ethic, professional conduct and nurture an atmosphere of continuous improvement
• Work closely with senior management to meet business objectives and priorities
• Serve as a leader and run projects and/or initiatives for business unit
• Work with our most sophisticated client base which includes: plan complexity, higher numbers of plans, participants, transaction volume, and special projects
• Provide fee estimate quotes on special projects requested by the client and lead those projects according to budget and timelines
• Identify and communicate successful and efficient practices used for own client(s) that may be brought to bear across other clients and instituted as the defined benefit standard methodology
• Play key role in new business activities including client meetings, proposal writing, final presentations, etc.
• Draft and complete contracts for special projects and accountable for client financials

Requirements

• Bachelor’s Degree or equivalent work experience
• 7 + years in the Defined Benefit industry with 1 + year(s) of associate and client management experience
• Excellent coaching and leadership skills required
• Client consulting and leadership skills
• Demonstrate leadership ability with self-motivation and determination
• Project management and influence skills
• Strong team and client management skills
• A deep understanding of Defined Benefit processes and tools
• Must be technically inclined with application experience and proficiency (e.g., Excel, Word, Access, etc.)
• Strong project management skills and the ability to balance/prioritize multiple projects and an understanding of risk and time management

Benefits

• Health insurance
• 401(k) matching
• Paid time off
• Flexible work arrangements
• Professional development opportunities