Client Manager, Retirement Plans - Baldwin Group Wealth Advisors

Responsibilities

• Assist with departmental objectives while maintaining relationships with key retirement plan sponsors (governmental and 401(k)) with a focus on client satisfaction and retention.
• Provide advice and support to plan fiduciaries via committee meetings in investment selection, plan provisions, and strategic recommendations to improve the plan.
• Respond promptly to client inquiries and troubleshoot in conjunction with the Provider, TPA, DCIO, or other subject matter experts.
• Conduct participant education meetings and seminars, including one-on-one consultations.
• Metrically update CRM in real time and generate periodic departmental reports.
• Generate and coordinate client deliverables such as investment and plan reviews with high emphasis on accuracy and meeting stringent deadlines.
• Support fast‑paced quarterly end activities.
• Assist in RFP facilitation from various vendors.
• Update and generate weekly reports utilizing the CRM and Microsoft Office, adhering to departmental protocols.
• Assist in generating pitch decks and compiling competitive intelligence on upcoming prospect meetings.
• Handle special projects as needed.

• Working knowledge of investment analytics (mutual funds, CITs, subaccounts, etc.).
• Polished written and oral communication skills.
• Familiarity with RPAG investment analysis software helpful but not required.
• Prior experience with CRM software (Redtail and Salesforce a plus).
• Proven track record of excellent customer service.
• Intermediate level knowledge of MS Office – Word, Excel, PowerPoint, Outlook.
• Extremely detail oriented, proactive, and reliable in all aspects.
• Working knowledge of facilitating virtual meetings via Microsoft Teams.

• 1-3 years of experience in the financial services industry required.
• Experience with institutional retirement plans a plus but not required.
• Bachelor’s degree preferred.
• Advanced industry designations such as CPFA, AIF, QKA, CFP preferred.
• FINRA Series 65 and CA L life Insurance License required (to be obtained within 90 days if not already possessed).

Starts at $75,000+ annually and is negotiable at time of offer.

This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needed. All requirements may be subject to reasonable accommodation for applicants and colleagues who need them for medical or religious reasons.

The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.