Client Relationship Manager – Retirement Plans

About Legacy Planning

Legacy Planning Partners a HUB International company is an independent financial planning services company with 3 locations in Southeastern PA. Legacy Planning is growing and looking to hire a Client Relationship Manager to the Retirement Plans team in the Blue Bell PA location. Our mission is to make a significant impact in the lives of our clients their families and their communities through comprehensive and strategic financial planning.

Position Overview

The Client Relationship Manager (CRM) plays a pivotal role in delivering an exceptional retirement plan experience for our clients. This position focuses on proactive client service strategic plan design and expert guidance on qualified plan administration. The CRM builds and maintains trusted relationships with plan sponsors advisors and partnersserving as their go-to resource for compliance operations and plan performance.

Key Responsibilities :

Client Service & Relationship Management

• Serve as the primary point of contact for retirement plan clients ensuring responsive and proactive communication.
• Build and maintain strong consultative relationships with plan sponsors and advisors.
• Lead client plan review meetings delivering insights on plan performance design improvements and compliance matters.
• Anticipate client needs and coordinate timely solutions across internal and external partners.

Plan Design & Administration

Business Change & Compliance Support

Internal Operations & Team Collaboration

Qualifications :

Education & Experience

Licensing & Credentials

Skills & Competencies

Compensation & Benefits

Department Account Management & Service

Required Experience : 5-7 years of relevant experience

Required Travel : Negligible

Required Education : Bachelors degree (4-year degree)

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race / ethnicity national origin religion age color sex sexual orientation gender identity disability or veterans status or any other characteristic protected by local state or federal laws rules or regulations.

E-Verify Program

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Required Experience :

Manager

Key Skills

Business Development,Sales Experience,Loyalty Marketing,Portfolio Management,Wealth Management,Financial Services,Algebra,Territory Management,Banking,Relationship Management,Customer relationship management,Geometry

Employment Type : Full-Time

Experience : years

Vacancy : 1