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Sr. Client Relationship Manager

Company: Disability Solutions
Location: Pennington
Posted on: May 9, 2024

Job Description:

Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!Job Description:Working independently, maintains and enhances relationships with existing BRS clients. Ensures client satisfaction through periodic client meetings and discussions covering service levels, plan utilization, product offerings, and fund investment performance. Works closely with sales, plan administration, and operations staff. Participates in finals presentations. Resolves the most complex problems and is assigned larger and/or more complex clients. Has a thorough understanding of clients' requirements. While incumbents have overall responsibility for client relationships, day-to-day service and administrative issues are handled by plan administration staff. May provide guidance to more junior staff, may have formal supervisory responsibility. Typically, has more than five years of DC/DB-related sales and/or relationship management experience. Excellent communications skills and in-depth knowledge of the company's products and services. Operates autonomously. Seasoned individual contributor.The Sr. Client Relationship Manager (Sr. CRM), a Director level position, is responsible for the overall relationship across our Institutional Retirement Plans Client base within Workplace Benefits. The Sr. CRM is the strategic lead who is responsible for the satisfaction, retention, and revenue of our Defined Contribution, Defined Benefit 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:
    • 10+ years of industry experience
    • Bachelor's degree or equivalent work experience
    • Series 7 / Series 66 (or ability to obtain within Compliance deadline)
    • Thorough understanding of the Retirement Services / Benefits industry
    • Excellent interpersonal and communication skills
    • Ability to travel up to 25-50% of the time
    • Ability to manage complex projects and work with a cross-functional team
    • Strong leadership traits as the CRM is a visible leader internally. While a CRM does not have any direct report responsibility, they need to move others to action by planning, motivating, organizing and directing the work being done
    • Ability to be conceptual, able to recognize problems from few or subtle clues, and be innately comfortable with complex and ambiguous situations
    • Additional benefit product knowledge and/or experience is a strong plus (Defined Benefit, Equity, and/or Health Savings)Skills:
      • Client Management
      • Customer Experience Improvement
      • Problem Solving
      • Stakeholder Management
      • Customer Service Management
      • Data and Trend Analysis
      • Customer and Client Focus
      • Strategic Thinking
      • Benchmarking
      • Benefits Plan Development
      • Consulting
      • Project ManagementShift:1st shift (United States of America)Hours Per Week: 40

Keywords: Disability Solutions, Trenton , Sr. Client Relationship Manager, Executive , Pennington, New Jersey

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