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 strategy.
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.
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
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
MBA or advanced degree
Professional designations, such as ASPPA Certifications (QKA, QPA, CPC, QPFC), CEBS, CFP, CPA)
Experience working in an investment management firm
5-10 years of defined contribution related experience and 1-5 years of relationship management experience, managing small market client relationships (<$50mm in assets)