Sr. Relationship Manager

Our client is a leading provider of investment advice services in the Retirement Investment Market and is looking for a Senior Relationship Manager to drive continued business growth. This is a key client facing role. We are looking for someone with strong presentation skills and knowledge of the Retirement Investment Market.

 

Reporting to the VP of Client Services, the Senior Relationship Manager will be responsible for a book of marquee clients across a number of our provider/client relationships.  

 

 

Responsibilities: Manage client services relationships our advisory services Expand and develop key relationships to generate new and additional sales of services Ensure annual contract renewals by the client Grow and foster healthy relationships with key stakeholders and senior level management of the client Maintain and develop relationships with high-profile clientele Develop and maintain key retention plan and profitability Review quarterly reporting matrix against clients' success criteria Understand the clients' business goals and align Financial Engines in achieving client objectives Coach and mentor staff to support the relationship management model.

 

Qualifications: 10+ years' experience in managing large ($1 billion) accounts with a marquee client base In-depth knowledge and proven experience in the Financial Services arena Exceptional written and verbal communication skills Exemplary interpersonal and client-facing skills Ability to listen and respond immediately, efficiently and effectively Proven track record in problem-solving Strong negotiation, sales and marketing skills. Bachelor's degree in Business or related field advanced degree a plus