Client Relations Manager Rensselaer, NY Posted: 5/13/2025
Job Description
Job ID#:
4653
Job Category:
Accounting/Finance
A leading benefits and retirement advisory firm is seeking a Client Investment Relations Manager to join its growing team. This role offers flexibility of a hybrid work option within New York State, while requiring regular travel throughout Western New York and to the company's office near Albany.
This position plays a key role in managing client relationships and ensuring the successful delivery of retirement plan consulting services. The ideal candidate will bring strong communication skills, retirement plan expertise, and a consultative approach to client service.
Responsibilities of the Client Investment Relations Managerwill include:
Cultivate and maintain trusted relationships with clients, ensuring high levels of satisfaction and responsive service.
Conduct regular client meetings to review service quality, plan performance, product options, and design enhancements.
Manage the RFP/RFI process for existing clients, ensuring timely and effective vendor evaluation.
Coordinate all aspects of onboarding new clients, including vendor selection and implementation planning.
Work collaboratively with clients to develop and implement annual education and communication plans that support plan engagement and retirement readiness.
Support effective plan administration by advising clients on efficient operational procedures.
Keep clients informed of legislative and regulatory updates impacting retirement programs and guide integration of required changes.
Partner with legal teams to interpret and communicate compliance responsibilities.
Educate senior client leaders on plan design effectiveness and alignment with organizational goals.
Lead or support formal plan review meetings to ensure proper oversight, governance, and fiduciary compliance.
Troubleshoot and resolve administrative issues between plan participants and vendors.
Support participant enrollment sessions and other client-facing education efforts as needed.
Participate in business development initiatives, including sales presentations with internal sales and marketing teams.
Stay informed on industry trends and regulatory changes through training, seminars, and continuing education.
Maintain all required industry licenses and certifications in good standing.
Identify additional service opportunities during client discussions and refer to appropriate internal teams for follow-up.
Job Requirements
Qualifications of the Client Investment Relations Manager:
Associate's degree required (Bachelor's preferred); or equivalent combination of education and experience.
Minimum of 3?5 years of relevant experience required; 7 years may substitute for education requirement.
Active or obtainable within 6 months: NYS Life, Accident & Health License and FINRA Series 6, 63, and 65.
Demonstrated experience working directly with senior leaders and providing consultative value at a strategic level.
Solid understanding of 403(b), 401(k), and non-qualified retirement plans, including regulatory requirements.
Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).
Highly motivated self-starter with excellent interpersonal skills and a passion for building long-term client relationships.
Strong communication, organizational, and project management skills; able to manage multiple priorities with precision.
Confident in presenting to Boards and C-suite executives.
Travel throughout Western New York and to Albany area office required several times per month.
Pay for this position is commensurate with experience and education, ranging roughly from $96,000 - $100,000.
To see a full listing of all our open positions, please visit: https://www.redshiftrecruiting.com/jobs-hiring-near-me
redShift Recruiting is the region's premier recruiting agency with over 100 years of combined experience in the recruiting field. We specialize in permanent, temporary, and temp-to-hire positions. Our superior service combined with our highly qualified and carefully selected bank of candidates sets us apart.
