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Relationship Manager


in Dallas, TX


A Relationship Manager is responsible for the health of our overall client relationship and specifically as it pertains to the client’s retirement plans. In this role, the Relationship Manager will attend meetings, manage client expectations, help deliver some services to the client (billing, for example), and introduce other product and services Milliman offers.


  • Deliver the highest quality of service to clients, associates, and management.
  • Demonstrate full understanding of clients and their retirement plans. Develop in-depth understanding of each client’s sensitivities, needs, and objectives with respect to their retirement plans, particularly defined contribution.
  • Analyze clients’ retirement plans to make recommendations to key contracts and retirement committees regarding best options to meet the clients’ goals and compliment other sponsored plans.
  • Attend regular client committee and board meetings.
  • Develop relationship with clients enabling the ability to cross-sell services, ask for referrals, and retain clients long-term.
  • Motivate team members to work together in the most efficient manner to achieve or exceed service levels for clients.
  • Operate within and execute the strategic plan for the Defined Contribution business unit.
  • Provide required reporting information to communicate client needs and situations to the appropriate parties.
  • Participate in the billing process and be responsible for the overall financial health of the client.


  • 10 or more years of industry experience with an expertise in retirement plans and strong working knowledge of 401(k) plans
  • Working knowledge of Microsoft Office.
  • Strong organization, communication, and interpersonal skills
  • Effective time management.
  • Good written skills.
  • Good verbal skills.
  • Good presentation skills.
  • Strong problem solver.
  • Able to multi-task.
  • Able to work with time-sensitive material and meet multiple deadlines.
  • Able to work independently while also contributing in a team environment.
  • While not a requirement, knowledge and experience candidates may have with defined benefit plans and nonqualified plans (SERP and/or defined contribution) are a plus.


A competitive base salary, plus a performance-based incentives bonus tied to individual and overall business performance. The firm offers an outstanding and comprehensive benefits package.


Milliman employs more than 3,300 people working in employee benefits, healthcare, life insurance/financial services, and property and casualty insurance. For more than 60 years, the firm has quietly earned a reputation for exceptional services, innovation, and quality. Today, Milliman is one of the nation’s most highly regarded providers of retirement plan services to the full spectrum of business, financial, government, and union organizations.


Our company, with the full support of our Chief Executive Officer, is fully committed to the maximum utilization of all human resources and the goals of Equal Employment Opportunity and Affirmative Action. We recruit, hire, train, and promote, and consider qualified applicants for employment, in all job titles without regard to age, ancestry, citizenship status, color, creed, familial status, genetic information, marital status, national origin, political ideology, race, religion, sex, sexual orientation, gender identity, status as an individual with a disability, or veteran status, including qualified disabled veterans, Armed Forces service medal veterans, recently separated veterans, and active duty wartime or campaign badge veterans; and shall not discriminate against any individual, or any other characteristic protected by law. Should you have a disability that requires assistance and/or reasonable accommodation with the job application process, please contact the HR department.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

How to Apply

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This ad has been viewed 987 times. It expires on 5/6/2017.

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