Relationship Manager, Retirement Services

Relationship Manager

The Relationship Manager is responsible for cultivating and managing relationships at the executive-level with corporate clients. Provide direct advisory services for plan design, fiduciary governance, and investment lineups for qualified plans, as well as employer-sponsored executive benefit plans and non-qualified plans.

Essential duties and responsibilities include, but are not limited, to the following :

• Client Relationship Management : Develop and maintain strong relationships with clients, serving as their primary point of contact for retirement plan consulting services. Understand clients' business objectives and retirement plan goals to provide tailored solutions and recommendations.
• Consultative Services : Conduct comprehensive retirement plan reviews and assessments, identifying areas for improvement and optimization. Provide expert guidance on plan design, compliance, investment options, and participant engagement strategies.
• Regulatory Compliance : Stay current on retirement plan regulations and industry trends to ensure clients remain compliant and informed. Assist clients in navigating complex regulatory requirements and reporting obligations.
• Investment Strategy : Collaborate with clients to develop and implement effective investment strategies that align with their retirement plan objectives. Monitor investment performance and provide ongoing recommendations for adjustments as needed.
• Education and Training : Conduct educational sessions and workshops for clients and their employees to enhance understanding of retirement plan benefits and options. Develop and distribute educational materials to support client initiatives.
• Work closely with internal teams, including sales, compliance, and operations, to ensure seamless service delivery.
• Serve as a thought leader in the retirement industry, understanding fiduciary risks and financial implications that are crucial for our clients.

Required education and experience :

Knowledge, skills and abilities :

Physical demands and work environment :

The applicable base salary range for this role is $132,000 to $180,000.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex / gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com