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Director, Client Relationship Management

Healthcare Association of New York State

in Rensselaer NY


HANYS Benefit Services (HBS), a subsidiary of the Healthcare Association of New York State, is seeking a Director, Client Relationship Management. HBS is a well-established, institutional retirement plan and employee benefits advisor. Client retirement plan assets exceed $4.9 billion, with a majority of our clients located in New York State. Reporting to the President, HBS, this full-time position will be primarily responsible for overall supervision for Client Relationship Managers and Account Representatives. Our Ideal candidate will be a self-starter who is motivated, enthusiastic and has exceptional interpersonal and long term relationship building skills. Key aspects of the position include:

  • Supervise staff, including hiring, training, developing and conducting performance reviews
  • Update staff about legal and regulatory changes relating to retirement programs and coordinates activity related to incorporating these changes into the clients’ programs
  • Coordinate with Manager of Compliance to ensure staff adhere to standards of conduct
  • Work with the Client Relationship Management team to ensure clients’ needs are being met
  • Meet with key accounts as needed. Engage C-Suite clients in discussions on their business needs and related activity. Resolves complex problems arising with clients
  • Responsible for account retention.
  • Work with VP, Consulting Management to establish and implement uniform standards for client service
  • Assist President with the development of the annual business plan and long-term strategic plan


  • Bachelor’s degree and 7+ years of management/retirement plan experience are required. An equivalent combination of education and experience sufficient to satisfactorily perform the duties of the job may be substituted
  • New York State Life and Health license and FINRA 6 & 63 required or obtained within three months post hire
  • Maintain cutting edge body of knowledge in the areas of plan design, regulatory, industry trends and investments
  • Must be proficient in Microsoft Office (Outlook, Work, Excel and PowerPoint)
  • Must be detail-oriented and possess superior analytical, oral and written communication skills.  Must be able to present complex topics in a clear, concise and understandable manner
  • Travel as required (at least 25%) 

We offer the opportunity to work for a Capital Region Top Employer* with competitive compensation and benefits package, including 401(k) Plan.

Equal Opportunity Employer – race, sex, veteran or disability status, gender identity, sexual orientation

*As designated by the Times Union’s Top Workplaces program and employee survey since 2012.  

How to Apply

Apply online using this link.

This ad has been viewed 666 times. It expires on 11/19/2018.

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