Sr Plan Manager

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** Get to Know the Opportunity:
** As a Plan Manager, you will play a key role in supporting some of our largest and most complex retirement plan sponsors. In this client-facing position, you will build and strengthen relationships, deliver exceptional service, and help drive client satisfaction and retention. You will collaborate across multiple business areas to resolve complex issues, improve processes, and support the long-term success of our clients and their participants.

This is an excellent opportunity for a customer-focused professional who thrives in a fast-paced financial services environment.  
** The Contributions You'll Make:
*** Serve as the primary contact for assigned retirement plans, including larger and more complex client relationships.
* Manage complex and sensitive client service issues and provide timely, effective resolution.
* Build and maintain strong relationships with plan sponsors, participants, distribution partners, and third-party administrators (TPAs).
* Resolve service and communication concerns through collaboration with internal teams, including money in, money out, technical services, operations, and recordkeeping.
* Partner with sales, recordkeeping, and operations teams to ensure plan alignment and client satisfaction.
* Identify opportunities to retain business and strengthen client relationships.
* Promote applicable products, services, and automation solutions based on client needs and plan assets.
* Contribute to process improvement initiatives and product enhancement efforts.
* Support the onboarding, training, and mentoring of new team members.
* Perform other duties as assigned.  
** Minimum Knowledge &

Experience:

*** High School Diploma or GED.
* 5+ years of experience in the financial services industry.
* Demonstrated customer service experience and relationship management skills.
* Experience managing complex, sensitive, or at-risk client relationships.
* Strong verbal and written communication skills.
* Ability to collaborate effectively across multiple functions and teams.  
** Preferred Knowledge &

Experience:

*** Bachelor's degree in Business Administration or a related field, or equivalent combination of education and experience.
* Experience managing corporate retirement plans.
* Knowledge of retirement plan administration and recordkeeping operations.