in Owings Mills, MD / Colorado Springs, CO / San Francisco, CA
PRIMARY PURPOSE OF THE POSITION
The RPS Relationship Manager role is accountable for delivering proactive, consultative client service and strategic account management to a portfolio of institutional defined contribution client
relationships, with the objective of driving client satisfaction and retention, optimizing the “cost to serve” and efficiencies of assigned relationships and growing the business.
Developing and maintaining book of business plans to achieve objectives for each client relationship and their assigned portfolio. Consulting with clients on investment vehicles, participant services and plan design solutions that will enhance the
client’s plan design and maximize the retirement benefit offered to their employees.
Supporting clients in managing their fiduciary responsibilities by consulting on legislative and regulatory developments, reviewing the investment options
offered in the plan, and monitoring of plan related fees. Strengthening relationships with the decision-makers in the client’s Human Resources and Treasury organizations, including the Retirement and Investment Committees, “C” suite
executives, and external consultants and advisors.
Identifying vulnerable client relationships, assessing the degree of vulnerability, and leveraging the firm’s internal resources and organization to develop and execute a retention
Partnering with RPS Sales to manage client “rebid” situations and execute a sales strategy in order to maximize client retention and capitalize on opportunities to expand the relationship.
Supporting RPS Sales in the
acquisition of new business relationships.
MBA or advanced degree
Professional designations, such as ASPPA Certifications (QKA, QPA, CPC, QPFC), CEBS, CFP,
10 plus years of defined contribution related experience including 1 to 5 years of relationship management experience
Superior communication and presentation skills
Ability to develop, articulate and implement strategy to optimize client relationships
Ability to work effectively as a member of a team
Ability to use analytical tools and industry publications to
gather information to be used in client communications and to think independently and proactively about how to best convey information
Exceptional client service skills
Exceptional consultative skills
Proven track record of
success in maintaining and enhancing institutional defined contribution relationships
Ability to influence and negotiate towards outcomes that are mutually beneficial to the client and TRP
Creative problem solving skills
Demonstrate confidence and executive presence in external and internal business interactions
Ability to manage multiple tasks
Ability to assimilate and apply the high volume of information pertinent to the defined contribution
industry, which includes industry trends, legislative and regulatory topics, administration and operations, participant communications strategies, and investments
Series 7 and 63 obtained within 6 months of hire into position
8-10 years of DC related experience and 1-5 RM experience