Senior Client Relationship Manager

For our client, we are seeking a Senior Client Relationship Manager to join the team of a leader in the Finance & Insurance space.

This role will focus on managing strategic client relationships across large, complex accounts within the retirement services landscape. You will partner closely with internal teams and external stakeholders to ensure service excellence, strengthen retention, and support growth opportunities. The position also involves regular engagement with senior decision makers and a strong emphasis on execution, responsiveness, and client satisfaction.

Location: Remote - US based candidates only, no visa sponsorship available

Compensation: $110,000 – $130,000 annually

Responsibilities

• Develop and maintain relationships with C-level decision makers and plan administrators
• Work across business lines to meet client expectations
• Act as a liaison between intermediaries/producers and the client
• Participate in the RFP response and onboarding process
• Manage and monitor client accounts, ensuring timely service deliverables
• Identify cross-selling opportunities within existing accounts
• Compile data and track communications to enhance the client experience

Qualifications

• Bachelor’s degree in business or a related field, or equivalent work experience
• 15+ years of retirement industry experience
• 7-10 years of direct experience in client relationship management
• Certification or working toward certification (ASPPA, CEBS, etc.) preferred
• Excellent analytical and problem-solving skills
• Strong written and oral communication skills, including executive-level presentations
• Ability to travel up to 25% of the time

Benefits

• Opportunity to work with large, complex accounts
• Collaborative team environment with strong internal partnerships
• Focus on client satisfaction and retention
• Access to ongoing training and industry knowledge
• Engagement with C-level executives and decision makers
• Potential for professional growth and development in the retirement industry

Our client is an equal opportunity employer. We encourage you to apply even if you don’t meet every qualification—your background could be exactly what this team needs.