Full accountability of the client relationship including plan design, legislative, governance and investment discussions.
Creating and maintaining an annual business plan.
Collaborate with sales to support persistency and execution targets.
Effectively highlight areas of opportunity and growth and action to capture those.
Continuously assess the evolving needs of our customers and look for opportunities to cross sell products and services aligned to clients’ needs.
Provide direct input into communication and education strategies.
Meets with client/partner teams on a monthly/quarterly basis to monitor service deliverables and assess needs (i.e., governance committee, Client HR team, Finance, communications team, etc.).
Lead and handle project management, marketing, communication projects, changes to HRIS or other systems.
Participates in head office advisory field committees.
Actively participate in the sales process by contributing to RFP responses, attending short list presentations to describe processes and key services offered.
Is a peer resource for other team members and is involved in their training and development.

5+ years of experience in Group Retirement services
High level of Group Retirement technical expertise
CEBS designation an asset
Post-secondary education in a related field demonstrating knowledge and understanding of business principles
Highly skilled in networking and building connections
A career progression that demonstrates a strong understanding of group retirement customers, products, and processes along with success in servicing a large customer base
Highly adaptable, driven to be your best, and proven initiative
Ability to communicate effectively (verbally and in writing) demonstrating a polished, professional manner and ability to listen, negotiate and collaborate
Proficiency with MS Office programs (Word, Excel & PowerPoint)
Organizational talent showing skill in self-management, prioritization and success meeting tight deadlines and follow through
Analytical aptitude with strong capacity to make decisions and be innovative in problem solving
Strong presentation skills
Demonstrated ability to build strong relationships with Clients and Consultants
Ability to work closely with the sales team and the finalist sales presentations
Comfort working independently and as part of a larger team.
Valid driver’s license and vehicle are necessary due to the travel requirements.

Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
In addition to regular vacation and personal days, we support community involvement with a volunteer day.
Company-matching pension plan, share ownership program and additional investment options.
Employee recognition programs, service milestone celebrations, employee discounts and more!
We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.

Client Relationship Manager

Key skills