Strategic Relationship Manager Bilingual

401K Generation is a Registered Investment Advisory firm providing financial and fiduciary services to employer sponsored 401(k) plans and private wealth management services to individuals. As a 3(16) Plan Fiduciary, we manage the day-to-day administrative tasks for 401(k) plans nationwide. We are committed to helping individuals prepare for their financial future and relieving businesses across America of the administrative burdens of a 401(k) plan. We hold ourselves accountable and pride ourselves on delivering uncomplicated and innovative retirement plan solutions. This dynamic, fast- growth company is seeking a Strategic Relationship Manager Bilingual to join our team and grow with us.

Job Title : Strategic Relationship Manager - Bilingual

Report to : Manager, Strategic Relationships

Status : Full Time / Exempt

Position Summary :

The Strategic Relationship Manager will be responsible for creating, developing, and owning relationships with vendor sales teams who sell and promote our services. This position will also serve as Account Manager providing client support to plans who reach platinum level asset value. The incumbent will oversee accounts from startup (or conversion) with a focus on retention through white glove service.

Job Description :

Promote and adhere to the company's core values; Accountability, Communication, Commitment, Service Excellence, Integrity, and Collaboration.

Increase revenue from vendor sales teams by building long-term relationships.

Serve as Account Manager on assigned accounts.

Support first call resolution for clients and participants of assigned accounts.

Follow escalations through to resolution.

Increase participation by facilitating enrollment meetings, educating potential participants on all aspects of their plan in English and Spanish

Identify / report trends and / or systematic issues within client base as they become apparent and provide solutions and possible opportunities for growth.

Create and increase credibility by demonstrating knowledge of 401(k) plans including plan design, regulations, and compliance.

Represent company on conversions and facilitate the conversion process.

Document each customer interaction with proper internal / external documentation in CRM.

Ensure client calls are conducted over a recorded line.

Role model outstanding customer service.

Build inter-departmental relationships.

Offer solutions to meet or exceed customer expectations.

Ability to consistently meet KPI's including quota.

Job Qualifications :

Bachelor's Degree or equivalent work experience required

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