RVP, Regional Client Relations

Responsibilities

• Partner with Client Relationship Managers to act as a leader for CRMs helping to drive strategic growth and plan retention while improving the client experience.
• Leverage coaching/mentorship, relationship management, and training to drive improvement/maximize professional growth for CRMs on the team.
• Develop and execute a client strategy for your assigned book of business.
• Mentor individual service team members to guide performance improvement as measured by quality and service level metrics as well as field feedback and advisor satisfaction.
• Focus on process/procedural improvement to ensure effectiveness and efficiency in driving results and improving client satisfaction.
• Develop, enhance, and identify improvements to standard work.
• Assist in problem resolution/escalation management for CRM team by collaboratively working with the appropriate business areas.
• Support Continuous Improvement (CI) initiatives by leading huddles and sharing best practices.

• Bachelor’s degree preferred or equivalent work experience.
• Minimum of 6 years of experience in the financial services industry or 3 years within the defined contribution marketplace
• FINRA series 6 or 7 and 63 State insurance license
• Strong analytical, organizational and time management skills
• Prior leadership/management/mentorship experience a plus