Sr. Relationship Manager; Retirement & Wealth

This role is responsible for managing client relationships and working closely with record keepers, plan sponsors, third party administrators and other channel partners as assigned. The RM will also work closely with the grandfathered accounts, when applicable, and the Sales Managers within their assigned territories to on-board new clients while maintaining and identifying areas of opportunity to retain and grow client relationships.

This role is also responsible for managing our existing institutional relationships, creating strategic plans to expand relationships, completing special projects, creating client communications, coordinating the on‑boarding of new large relationships, and working closely with Client Service, Operations, Legal and Technology. The ideal incumbent will have extensive experience in the financial services industry with a strong working knowledge of investment advisors, sponsors, and alternative assets.

• Serve as a positive influence in Retirement Service Sales and across the firm.
• Possess strong communication skills.
• Establish a good rapport within client relationships to anticipate their service needs.
• Offer valuable and timely resources.
• Troubleshoot and learn about client business plans to position us as the ideal service provider.
• Work with Sales Managers within assigned territory to establish an annual plan to effectively work the territory as a team to meet new account and revenue goals.
• Deepen existing client relationships through email and calling efforts to create opportunities for Inspira.
• Research and demonstrate knowledge and understanding of client’s business focus, plan design and company news for assigned relationships.
• Maintain knowledge of current and proposed legislation, sharing relevant information with key contacts.
• Develop a plan for recurring touchpoints with assigned relationships and pursue opportunities for additional business that may include, but is not limited to, communication through email, phone calls, in‑person meetings and presentations, after‑hours events, conferences attendance, etc.
• Provide scheduled and ad‑hoc reporting to select clients, and special projects as requested.
• Organize daily workflow to determine client needs, tracking all activities and communication in Salesforce.
• Work cross‑functionally with various individuals at all levels of the business, both internally and externally.
• Participate in meetings to identify, design, and implement strategies and project plans.
• Attend 2-4 conferences annually.
• Create relationships using Bright scope lists through calls and emails.
• Conduct in‑person visits with existing accounts to strengthen relationships and find new opportunities.
• Coordinate activities for institutional partner relationships such as custodians, clearing firms, RIAs, broker‑dealers, and other channel partners.
• Receive and provide communication internally and externally regarding client deliverables to create a better client experience.
• Organize client conference calls and meetings with Regional Directors to determine client needs.
• Partner with Regional Directors and clients to outline and implement project plans.
• Work closely with Client Service, Operations, Legal and Technology to improve client experience, update documentation, and drive process improvements.
• Work with institutional partners to expand the business by providing insight and positioning our full line of services to expand our overall market share.
• Other duties as assigned.