Client Manager, Retirement Plans - The Baldwin Financial Services

Job description

The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations. We pride ourselves in being a high touch organization that is highly competent, proactive, and responsive. Due to our continued growth, the Retirement Plan Consulting division currently has an opening for a Client Manager. This role would be assisting with departmental objectives while maintaining relationships with key retirement plan sponsors (governmental and 401k) with a focus on client satisfaction and retention. As a Retirement Plan Client Manager at The Baldwin Group, you will use advanced skills gained through training and experience to provide pro-active support to the Retirement Plan Consultant and Plan Sponsors, and assist with efficient, quality client service. You will serve not only as a key member of the Financial Services team but also as the initial point of contact for clients to identify, research, and resolve their problems while providing the highest level of customer service. PRIMARY RESPONSIBILITIES: Provide advice and support to plan fiduciaries via committee meetings in the areas of investment selection, plan provisions, and strategic recommendations to improve the plan. Respond promptly to client inquiries and troubleshoot in conjunction with the Provider, TPA, DCIO, or other subject matter experts Conduct participant education meetings and seminars, including one-on-one consultations Meticulously update CRM on a real time basis, and generate periodic departmental reports. Generate and coordinate client deliverables such as investment and plan reviews with a high emphasis on accuracy and meeting stringent deadlines. Quarter end is typically fast paced. Offer additional support in facilitating RFP’s from various vendors Update and generate weekly reports utilizing the CRM and MS Office, adhering to departmental protocols. Assist in generating pitch decks and compiling competitive intelligence on upcoming prospect meetings Special projects as needed PRIMARY RESPONSIBILITIES: Provide advice and support to plan fiduciaries via committee meetings in the areas of investment selection, plan provisions, and strategic recommendations to improve the plan. Respond promptly to client inquiries and troubleshoot in conjunction with the Provider, TPA, DCIO, or other subject matter experts Conduct participant education meetings and seminars, including one-on-one consultations Meticulously update CRM on a real time basis, and generate periodic departmental reports. Generate and coordinate client deliverables such as investment and plan reviews with a high emphasis on accuracy and meeting stringent deadlines. Quarter end is typically fast paced. Offer additional support in facilitating RFP’s from various vendors Update and generate weekly reports utilizing the CRM and MS Office, adhering to departmental protocols. Assist in generating pitch decks and compiling competitive intelligence on upcoming prospect meetings Special projects as needed KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED: Working knowledge of investment analytics (i.e. mutual funds, CIT’s, subaccounts, etc.) Polished written and oral communication skills Familiarity with RPAG investment analysis software helpful but not required Prior experience with CRM software (Redtail and Salesforce a plus) A proven track record of excellent customer service Intermediate level knowledge of MS Office – Word, Excel, PowerPoint, Outlook Extremely detail oriented, proactive, and reliable in all aspects Working knowledge of facilitating virtual meetings via Microsoft Teams EDUCATION AND EXPERIENCE REQUIREMENTS: 1-3 years of experience in the financial services industry required. Experience with institutional retirement plans a plus but not required Bachelor’s degree preferred Advanced industry designations such as CPFA, AIF, QKA, CFP preferred. Holds Series 65 or 66 (or equivalent) and maintains all required registrations and continuing education. OTHER REQUIREMENTS: This role can by hybrid from Jacksonville, Tampa or Orlando, Florida ​ SPECIAL WORKING CONDITIONS: Fast paced multi-tasking environment IMPORTANT NOTICE: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons. EEOC (STATEMENT): The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct. #LI-KC1 #LI-Hybrid Click here for some insight into our culture! The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.