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Sr. Retirement Relationship Manager - Pennington New Jersey
Company: Disability Solutions Location: Pennington, New Jersey
Posted On: 04/21/2024
Job Description:The Sr. Client Relationship Manager (Sr. CRM), a Director level position, is responsible for the overall relationship across our Institutional Retirement PlansClient base within RPWS. The CRM is the strategic lead who is responsible for the satisfaction, retention, and revenue of our Defined Contribution, DefinedBenefit and Non-Qualified Deferred Compensation clients.The Sr. CRM will interface frequently with members of internal leadership team as well as our clients' Human Resources, Benefits, and Finance Departments so a successful candidate must have excellent interpersonal skills, proven negotiating skills, a demonstrated knowledge of Defined Contribution and Non-Qualified Deferred Compensation plans, and an appreciation for the challenges that face today's plan sponsors.Primary Responsibilities: - Formulating Client Centric Business Plans including retention strategies
- Creating and maintaining a high level of personal contact with your clients
- Creating and maintaining a high level of client satisfaction as measured by both internal and 3rd party benchmarks
- Effectively managing P&L's for their book of business
- Consultatively expanding additional products and services to support Client needs
- Coordinate and deliver quarterly Service and Product Reviews with the team
- Manage the various Service Support organizations to ensure a high level of service
- Identify and leverage the multiple and broad resources Bank of America has to most effectively serve each of your client's unique needsRequired Skills:
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