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Manager, Client Relationship Management

TruePlan Benefit and Retirement Advisors

(Rensselaer NY / Hybrid)

The Healthcare Association of New York State (HANYS) is seeking a Manager, Client Relationship Management within its subsidiary company, TruePlan Benefit and Retirement Advisors (TruePlan). TruePlan is an industry leader in employee benefits and retirement plan consulting. TruePlan delivers tangible business results to finance and human resource leaders, enabling them to enhance plan offerings while remaining competitive and reducing overall plan costs. Reporting to the Sr. Director, Retirement Plan Services, this position will be responsible for managing all aspects of the client relationship.

While the incumbent will be expected to travel throughout Western NY and to our office in Rensselaer, NY on a regular basis, a remote working environment would be considered within New York State. The salary for this position is between $96,800 and $100,000 annually in addition to an annual incentive of up to 10% based on certain performance metrics. Payrate offered will be based on the successful candidate’s relevant experience, knowledge, skills, and abilities and in consideration of internal equity.

Key responsibilities include but are not limited to:

• Maintain a strong and trusting relationship with clients to ensure a superior customer service is provided.
• Ensure client satisfaction through periodic client meetings and discussions covering service levels, plan utilization, product offerings and plan design.
• Manages request for proposal (RFP) and request for information (RFI) processes for existing clients.
• Coordinates all transition activities with client, selected vendor, and other staff to assure a smooth and efficient transition for newly acquired clients.
• In coordination with clients, develops annual communication and education plans to achieve overall retirement plan goals of participation and retirement readiness.
• Ensure clients have necessary, efficient and effective administrative procedures.
• Updates clients about legal and regulatory changes relating to retirement programs and coordinates all activity related to incorporating these changes into the client’s program.
• Directly and/or in partnership with TruePlan consultants, work directly with client’s attorney and our legal resources to gather necessary information to fully understand and communicate the client’s compliance requirements.
• Educates senior management on plan design, operation, and overall plan effectiveness in meeting organizational goals.
• Prepares and conducts formal periodic plan review meetings with appropriate committee or other personnel as determined by the client to ensure appropriate compliance, oversight and governance requirements are met.
• Resolves administrative problems arising between and among participants and/or vendors.
• Assist in individual employee enrollment activity, when necessary.
• Assists in sales presentations with sales & marketing team, as necessary.
• Attends various outside training activities to assure knowledge of the retirement plan industry trends and regulatory changes are current.
• Reviews and is familiar with the firm’s compliance manuals and complies with all required procedures.
• Maintains licenses in a current and proper status through continuing education training courses, seminars, and conferences, as scheduled, to meet FINRA, SEC, and NYS Insurance Department requirements.
• Engages clients in discussions on their business needs and related activity in order to determine if other TruePlan products and services may be appropriate and then make proper referrals to TruePlan sales staff.

Qualifications:

• Associate’s degree plus three to five years of related experience required (bachelor’s degree preferred). Seven years of related product or client experience may substitute for education requirement. An equivalent combination of education and experience sufficient to satisfactorily perform the duties of the job may be substituted.
• New York State Life, Accident and Health license and FINRA 6, 63 & 65 required or obtained within a reasonable amount of time (6 months) post hire.
• Must have the ability and confidence to present, work, and build relationships with senior level staff and be able to provide consultative value to clients from a global and strategic perspective.
• Must have working knowledge of and remain current in regulations governing various types of retirement plans, including, but not limited to, 403(b), 401(k), and non-qualified plans.
• Must be proficient in Microsoft Office (Outlook, Word, Excel and PowerPoint).
• Must be a self-starter who is motivated, enthusiastic, and has exceptional human relations and long-term relationship building skills.
• Must possess excellent communication skills and be comfortable presenting to Boards of Directors and C-suite individuals.
• Must possess excellent attention to detail, project management and organizational skills.
• Must be able to prioritize duties and act independently.
• Travel within assigned territory to meet clients, typically several times per month.

How to Apply

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