American Trust Retirement · 3 weeks ago
Sr. Relationship Manager, Retirement Services
Charlotte Metro
Full-time
Hybrid
Senior Level, Lead/Staff
10+ years expAmerican Trust Retirement is a part of EdgeCo Holdings, which provides a suite of financial services including retirement plan administration. The Senior Relationship Manager is responsible for delivering proactive client service and strategic account management for a portfolio of defined contribution relationships, aiming to enhance client satisfaction and drive business growth.
CrowdfundingFinancial Services
Responsibilities
Maintain and enhance relationships with clients, financial advisors, and industry partners by providing engaging on-going service; serve as the primary point of contact for all assigned clients, financial advisors, and partners
Proactively consult with clients and financial advisors on investment vehicles, participant services and plan design solutions that will enhance the client’s retirement plan and maximize the retirement outcome offered to their employees
Support clients in managing their fiduciary responsibilities by addressing and resolving plan compliance, regulatory and operational issues in conjunction with the third- party administrator (“TPA”) and financial advisor, if applicable
Partner with client and financial advisor in the development and execution of participant engagement strategies; support, plan and participate in meetings when necessary
Identify client needs and proactively propose value add services; introduce and rollout new products and services offered by the company
Coordinate strategic business and communication planning while balancing client needs, opportunities for relationship enhancement and profitability
Strengthen relationships with the decision-makers in the client’s human resources and finance departments, including the retirement and investment committees, “C” suite executives, and external consultants and advisors
Prepare and deliver annual service reviews and monitor plan fees where appropriate, including presenting at on-site meetings when necessary
Review all accounts in accordance with regulatory and department standards to mitigate risk
Adhere to team individual service and retention goals
Travel as required (approximately 15-30%) to satisfy the needs of key client, financial advisor, and TPA
Qualification
Required
4 Year / Bachelor's Degree or the equivalent combination of education and relevant experience
10+ years of retirement plan industry experience
Professional designations, such as ASPPA Certifications (QKA, QPA, CPC, QPFC), CEBS, CFP, CPA
Exceptional communication and presentation skills
Ability to work effectively in a team environment and manage multiple tasks
Demonstrate creative problem-solving skills, confidence, and executive presence in external and internal business interactions
Proven track record of developing, articulating, and implementing strategy to optimize client relationships
Strong collaboration skills, ability to influence decisions and resource allocation
Excellent understanding industry trends, legislative updates, ERISA, DOL and IRS regulatory topics, administration and operations, participant communications strategies, and investments
Benefits
Health
Dental
Vision
Short-term disability
Long-term disability
Life insurance
PTO
401(k) match (after applicable waiting periods)
Company
American Trust Retirement
American Trust Retirement is a financial services company providing customized retirement solutions in Dubuque, Iowa. It is a sub-organization of EdgeCo.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
John DiFini
Chief Technology Officer (CTO), Retirement Services
Burke Johnson
Chief Operating Officer
Company data provided by crunchbase