Marsh McLennan Agency’s East Region is a leader in the employee benefits marketplace. Our associates simplify employee health and welfare benefits and risk management for regional, national, Fortune 500 and Fortune 1000 companies.
We value integrity, collaboration, passion, innovation, and accountability, and we are committed to making a difference in the moments that matter for our colleagues, clients, and communities.

BRIEF DESCRIPTION

The Relationship Manager is responsible for cultivating and managing relationships at the executive-level with corporate clients. provide direct advisory services for plan design, fiduciary governance, and investment lineups for qualified plans, as well as employer-sponsored executive benefit plans and non-qualified plans.

ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited, to the following:

• Client Relationship Management: Develop and maintain strong relationships with clients, serving as their primary point of contact for retirement plan consulting services. Understand clients’ business objectives and retirement plan goals to provide tailored solutions and recommendations.
• Consultative Services: Conduct comprehensive retirement plan reviews and assessments, identifying areas for improvement and optimization. Provide expert guidance on plan design, compliance, investment options, and participant engagement strategies.
• Regulatory Compliance: Stay current on retirement plan regulations and industry trends to ensure clients remain compliant and informed. Assist clients in navigating complex regulatory requirements and reporting obligations.
• Investment Strategy: Collaborate with clients to develop and implement effective investment strategies that align with their retirement plan objectives. Monitor investment performance and provide ongoing recommendations for adjustments as needed.
• Education and Training: Conduct educational sessions and workshops for clients and their employees to enhance understanding of retirement plan benefits and options. Develop and distribute educational materials to support client initiatives.
• Work closely with internal teams, including sales, compliance, and operations, to ensure seamless service delivery.
• Serve as a thought leader in the retirement industry, understanding fiduciary risks and financial implications that are crucial for our clients.

REQUIRED EDUCATION AND EXPERIENCE:

• Bachelor’s Degree preferred.
• A minimum of eight (8) years of experience in Retirement Services in a Relationship Management capacity.
• Demonstrated experience with large clients required, with specific experience operating at the C-level regarding negotiations and relationship management
• Flexibility and creativity in developing innovative and customized business solutions
• Strong investment and fiduciary management knowledge
• Appropriate securities licenses required (FINRA Series 65/66).
• Effective analytical, math and problem-solving skills, sound judgment, strong decision-making ability, confidence to make difficult decisions and excellent communication skills
• Must be organized, detail oriented and able to translate big picture ideas into client objectives

KNOWLEDGE, SKILLS AND ABILITIES

• Strong organizational, management and account planning skills with analytical skills and strong attention to detail
• Work in a high production team environment with a high degree of complexity
• Operate independently and provide appropriate information and direction to other individuals
• Provide effective, accurate, clear communication to internal company team members and clients
• Ability to interact in a professional manner with clients, vendors, and internal departments including sales, marketing, HR, Finance, IT and other functional areas within MMA East and designated key accounts
• Ability to interact with and focus on information gathering and collaborative solution development in a proactive manner
• Ability to handle sensitive and confidential information
• Excellent troubleshooting, decision making and problem-solving skills
• Solid interpersonal, verbal and written communication skills
• Ability to work well independently and as a team member; multitask and successfully operate in a fast-paced work environment; prioritize projects and meet deadlines
• Ability to follow through on and successfully execute tasks while adhering to specified quality standards
• Must be proficient in the Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, and Access)
• Proficiency in use of PC such as keyboard skills and electronic folder/file organization and management
• Aptitude for learning internal systems, applications and internal workflow of the department
• Must be able to effectively interact and deal with people at all levels inside and outside of the company

• Client Relationship Management: Develop and maintain strong relationships with clients, serving as their primary point of contact for retirement plan consulting services. Understand clients’ business objectives and retirement plan goals to provide tailored solutions and recommendations.
• Consultative Services: Conduct comprehensive retirement plan reviews and assessments, identifying areas for improvement and optimization. Provide expert guidance on plan design, compliance, investment options, and participant engagement strategies.
• Regulatory Compliance: Stay current on retirement plan regulations and industry trends to ensure clients remain compliant and informed. Assist clients in navigating complex regulatory requirements and reporting obligations.
• Investment Strategy: Collaborate with clients to develop and implement effective investment strategies that align with their retirement plan objectives. Monitor investment performance and provide ongoing recommendations for adjustments as needed.
• Education and Training: Conduct educational sessions and workshops for clients and their employees to enhance understanding of retirement plan benefits and options. Develop and distribute educational materials to support client initiatives.
• Work closely with internal teams, including sales, compliance, and operations, to ensure seamless service delivery.
• Serve as a thought leader in the retirement industry, understanding fiduciary risks and financial implications that are crucial for our clients