View All Jobs, Sorted by Date

Client Relationship Manager

Acropolis Investment Management

in Chesterfield MO / Hybrid

Are you one of the rare ones who finds working with 401(k) plans interesting, or dare we say even …fun?!?

Do you truly understand what it means to consistently deliver the highest level of service to your clients?

Do you get energized by helping others understand how to be successful in saving for their retirement?

Do you enjoy being an integral member of a close-knit, dedicated team? Then we are your people!

Acropolis Investment Management, LLC, is a Registered Investment Advisor (fiduciary retirement plan partner) who provides trusted fiduciary advice and counsel to plan sponsors, and delivers personalized investment education/ consultations to plan participants. In concert with our recordkeeper and TPA partners, we coordinate and help our clients manage every aspect of their retirement plan. 

We are seeking a Client Relationship Manager for our 401(k) team who will work directly with our 401(k) clients, participants, record keepers, and TPAs. This is a hybrid position (office/WFH).

A successful Client Relationship Manager at Acropolis will possess the following characteristics:

• Integrity, reliability, resilience and a sense of humor
• Excellent interpersonal, presentation, written, and verbal communication skills
• Strong organizational skills and the ability to effectively manage and track many tasks, issues and projects at once
• Ability to think outside of the box to improve procedural efficiency and the delivery of services
• Ability to work with and take direction from multiple Partners
• Enough confidence to ask relevant questions and provide constructive suggestions to all levels of an organization
• Entrepreneurial spirit; desire and willingness to make a difference and help grow a company
• Ability to work in an open environment without physical barriers between co-workers
• Must be able to balance working independently with working in a team environment

Preferred Skills and Experience:

• 4-year college degree or equivalent trade-off in related professional work experience.
• 3+ years’ industry experience in:
  • Client Relationship Management
  • 401(k) plan administration, compliance and design
• Strong understanding of financial products: Mutual Funds; Group Annuity Contracts, Equities, Bonds, Stable Value Accounts
• Working knowledge of all types of retirement plans, including defined benefit, target benefit, cash balance, money purchase, profit sharing, 403(b) and 401(k) plans
• NASD Series 65 license required within 90 days of hire
• ASPPA designation(s), or a willingness to obtain them within 24 months of hire
• Proficient in Microsoft Word, Excel, PowerPoint, Outlook
• Ability to travel 15-25%+ (mostly local during weekdays, with some overnight travel)

Acropolis offers employees a robust benefits package, including but not limited to:

• Paid vacation, leave, holidays, personal and sick days
• Medical, dental, long-term disability and basic life insurance
• Health Savings Account
• 401(k) plan with 3% employer contribution plus discretionary profit sharing
• Reimbursement programs
• Onsite wellness programs with cash rewards
• Cell phone
• Client referral program

How to Apply

Please email your resume and cover letter to ARPS@acrinv.com

Please include “Client Relationship Manager” in the subject line.

View All Jobs, Sorted by Date

Manage This Listing (employer only)