Client Executive - Retirement Planning

Job Summary: Responsible to retain the existing business and grow the assigned group of retirement plan clients.  In a leadership role, collaborates with client teams in the tactical and strategic delivery of services promised; works closely with internal resources as needed to satisfy the client's needs.

A Day in The Life:

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  Serves as the key relationship contact by account at all leaderships levels for the assigned book of business with a total book value from $1K to $2M in revenue.

  
  


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  Capable of managing the company's more complex, multi-national accounts having multiple types of retirement plans.

  
  


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  Achieves TAS (Total Account Selling) goals in collaboration with Sales/Business Development; meets individual cross-selling and up-selling objectives; meets new business sales goals.

  
  


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  Provides mentorship and coaching for the Client Manager service team.

  
  


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  Develops, leads, and executes account strategy with the client and the assigned team of Oswald professionals; develops an annual service plan with focused goals, which includes stewardship and open item components.

  
  


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  Directs and implements cost effective solutions to minimize risk and ensures the selected strategy is effectively designed, communicated and implemented by the account team.

  
  


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  Oversees the new client onboarding process, which includes verifying all services sold, understanding client expectations, and the creation of the short-term and long-term plan to deliver services.

  
  


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  Directs support team activities to meet the client's specific needs, which include the creation of the annual service calendar, scheduling meeting times and agenda, and other deliverables to be completed by the established client deadline.

  
  


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  Responsible to review and approve all client deliverables, which may include investment fund management, market evaluation and pricing summary, compliance notifications, and any other item deemed necessary.

  
  


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  Ensures all client revenue is collected on a timely basis.

  
  

What You’ll Need:

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  A college degree is an advantage but not a requirement

  
  


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  FINRA Series 6, 63, and 65 or FINRA Series 7, 65 licensing required.

  
  


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  Professional designations of AIF is preferred.

  
  


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  At least 5 or more years of Retirement Plan industry knowledge is required.

  
  

Who You Are:

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  Strategic thinker – able to connect solutions with data

  
  


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  Accountability – overall accountability for anything with a client – wrong, right, indifferent

  
  


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  Strong communication skills – ability to know how and when to communicate

  
  


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  Relationship builder – build relationships with clients, carriers, and internal partners

  
  


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  Strong leadership skills – ability to coordinate all aspects of a project and make sure folks deliver on timelines