Client Relationship Manager

At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid foundation of integrity, excellence, and social responsibility. Since 1945, we have specialized in providing small and mid-sized not-for-profit organizations and companies with pension and retirement-related services, along with leading customer support. We work diligently to understand the needs of plan sponsors. We provide them with competitively priced solutions so they can help their employees achieve their financial savings goals.

We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future.

Role Summary :

Our Nashville office is one of 33 Regional Offices and several Branch Offices located across the continental United States, (in addition to our New York City Headquarters and our Boca Raton, Florida location). The Client Relationship Manager will report to the Regional Office Head and join our dedicated sales team who are all full of energy and enthusiasm and are highly driven to succeed.

Responsibilities :

The Sr. Client Relationship Manager (Sr. CRM) position will focus on engaging, building and strengthening their region's existing client base.

• Build and maintain long-term relationships with clients and key personnel
• Manage the day-to-day operations and servicing of group retirement plan clients
• On an ongoing basis, maintain compliance calendar for each client to ensure timely execution of required annual compliance tasks
• Facilitate client (plan sponsor), and participant inquiries and service requests in a proactive manner
• Meet with clients (board members, committees, and C-suite executives) to conduct plan review meetings
• Manage pre and post client meeting tasks : preparation of meeting material (plan health reports, investment reviews, plan design, compliance, legislative updates), post-review meeting minutes, plan amendments, fund changes etc.)
• Coordinate plan support services (audit support, 5500's, NDT testing) with home office to ensure services are delivered timely and accurately
• Engage in client retention and growth objectives within assigned book of clients
• Seek opportunities for client service model enhancements and identify opportunities for increasing plan contributions (payroll integration, plan design enhancements, etc.)
• Work closely within the regional team (Regional Officer, Group Account and Participant Account Representatives) to coordinate appropriate delivery of MOA services
• Work with plan sponsor and Participant Account Representative to design participant education campaigns
• Conduct group education presentations, enrollment presentations, and participant 1 : 1 meeting to the employees of a client when needed (when participant account representative is unavailable)
• Leverage existing client relationships for new opportunities within the region
• Attend client events (with regional team) to enhance relationship
• Salesforce upkeep (input client contact data, update plan information, manage client tasks).

Required Qualifications :

Preferred Qualifications :

What we offer you :

Visit www.mutualofamerica.com / careers for additional details about life at Mutual of America. You can also follow us on Twitter : @mutualofamerica | Facebook : @mutualofamerica

Mutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law.

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About the company

The Mutual of America Financial Group, also referred to as Mutual of America, is a Fortune 1000 mutual company based in Manhattan, New York City.

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