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Client Relationship Manager

Company: Mutual of America
Location: Irving
Posted on: May 28, 2023

Job Description:

Mutual of America

Job Title: Client Relationship Manager

Location: Dallas, TX

Who We Are:

At Mutual of America Financial Group ("Mutual of America"), our mission is to "help people build the assets they need to achieve greater financial security." Our mission is built upon a strong foundation of integrity, excellence, and social responsibility. Since 1945, we have specialized in providing small and mid-sized not-for-profit organizations and companies with pension- and retirement-related services, along with leading customer support. We work diligently to understand the needs of plan sponsors. We provide them with competitively priced solutions so they can help their employees achieve their financial planning goals.

We're committed to bringing talented and motivated people together to help our customers plan for a financially secure future.

Role Summary:

Our Dallas office is one of 33 Regional Offices and several Branch Offices located across the continental United States, (in addition to our New York City Headquarters and our Boca Raton, Florida location).The Client Relationship Manager will report to the Regional Office Head and join our dedicated sales team who are all full of energy and enthusiasm and are highly driven to succeed.


The Client Relationship Manager (CRM) position will focus on engaging, building and strengthening their region's existing client base.

  • Build and maintain long-term relationships with clients and key personnel
  • Manage the day-to-day operations and servicing of group retirement plan clients
  • On an ongoing basis, maintain compliance calendar for each client to ensure timely execution of required annual compliance tasks
  • Facilitate client (plan sponsor), and participant inquiries and service requests in a proactive manner
  • Meet with clients (board members, committees, and C-suite executives) to conduct plan review meetings
  • Manage pre and post client meeting tasks: preparation of meeting material (plan health reports, investment reviews, plan design, compliance, legislative updates), post-review meeting minutes, plan amendments, fund changes etc.)
  • Coordinate plan support services (audit support, 5500's, NDT testing) with home office to ensure services are delivered timely and accurately
  • Engage in client retention and growth objectives within assigned book of clients
  • Seek opportunities for client service model enhancements and identify opportunities for increasing plan contributions (payroll integration, plan design enhancements, etc.)
  • Work closely within the regional team (Regional Officer, Group Account and Participant Account Representatives) to coordinate appropriate delivery of MOA services
  • Work with plan sponsor and Participant Account Representative to design participant education campaigns
  • Conduct group education presentations, enrollment presentations, and participant 1:1 meeting to the employees of a client when needed (when participant account representative is unavailable)
  • Leverage existing client relationships for new opportunities within the region
  • Attend client events (with regional team) to enhance relationship
  • Salesforce upkeep (input client contact data, update plan information, manage client tasks). Required Qualifications:
    • Excellent business writing, presentation, and public speaking skills
    • Comfortable presenting in front of groups & C-suite executives
    • Client relationship management experience
    • Ability to handle pressure, prioritize, and multitask during a business day
    • Ability to work flexible hours
    • Active FINRA Series 6, 63 and SIE or must obtain within the first 180 days of employment
    • Active State Life and Health Insurance License (in all states covered) required or obtained within 180 days of employment
    • Valid driver's license Preferred Qualifications:
      • Bachelor's Degree
      • Prior work experience in group retirement plan industry
      • Knowledge and understanding of corporate/group retirement plans (403(b), 401(k) and 457 plans) including: retirement plan design, investment monitoring, plan administration, compliance testing and enhanced understanding of retirement plan rules & regulations. What we offer you:
        • Competitive base salary
        • Annual Bonus
        • Comprehensive Benefits Package (medical, dental, and vision) that starts day one of employment
        • 401(k) Match: You will be eligible to receive up to 9% of your pay (salary and incentive compensation) in company contributions. A non-elective employer contribution of 3%, plus a 100% employer match on employee contributions of up to 6% of pay.
        • Parental Leave: 8 weeks fully paid
        • Paid time off: 20 days plus two floating personal holidays
        • Matching Gift Program: Mutual of America matches donations of $25 or more to your favorite organizations

 additional details about life at Mutual of America. You can also follow us onTwitter:@mutualofamerica -Facebook:@mutualofamerica

          Mutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law.#LI-AR1

Keywords: Mutual of America, Irving , Client Relationship Manager, Executive , Irving, Texas

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