Client Relationship Manager – Retirement Plans
- Full-time
About Legacy Planning
Legacy Planning Partners a HUB International company is an independent financial planning services company with 3 locations in Southeastern PA. Legacy Planning is growing and looking to hire a Client Relationship Manager to the Retirement Plans team in the Blue Bell PA location. Our mission is to make a significant impact in the lives of our clients their families and their communities through comprehensive and strategic financial planning.
Position Overview
The Client Relationship Manager (CRM) plays a pivotal role in delivering an exceptional retirement plan experience for our clients. This position focuses on proactive client service strategic plan design and expert guidance on qualified plan administration. The CRM builds and maintains trusted relationships with plan sponsors advisors and partnersserving as their go-to resource for compliance operations and plan performance.
Key Responsibilities :
Client Service & Relationship Management
- Serve as the primary point of contact for retirement plan clients ensuring responsive and proactive communication.
- Build and maintain strong consultative relationships with plan sponsors and advisors.
- Lead client plan review meetings delivering insights on plan performance design improvements and compliance matters.
- Anticipate client needs and coordinate timely solutions across internal and external partners.
Plan Design & Administration
Business Change & Compliance Support
Internal Operations & Team Collaboration
Qualifications :
Education & Experience
Licensing & Credentials
Skills & Competencies
Compensation & Benefits
Department Account Management & Service
Required Experience : 5-7 years of relevant experience
Required Travel : Negligible
Required Education : Bachelors degree (4-year degree)
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race / ethnicity national origin religion age color sex sexual orientation gender identity disability or veterans status or any other characteristic protected by local state or federal laws rules or regulations.
E-Verify Program
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process please contact the recruiting team . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Required Experience :
Manager
Key Skills
Business Development,Sales Experience,Loyalty Marketing,Portfolio Management,Wealth Management,Financial Services,Algebra,Territory Management,Banking,Relationship Management,Customer relationship management,Geometry
Employment Type : Full-Time
Experience : years
Vacancy : 1
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Client Relationship Manager • Blue Bell, Pennsylvania, USA
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