Client Manager, Retirement Plans - The Baldwin Group Wealth Advisors

The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations. We pride ourselves in being a high-touch organization that is highly competent, proactive, and responsive. Due to our continued growth, the Retirement Plan Consulting division currently has an opening for a Client Manager. This role would be assisting with departmental objectives while maintaining relationships with key retirement plan sponsors (governmental and 401k) with a focus on client satisfaction and retention. Provide advice and support to plan fiduciaries via committee meetings in the areas of investment   selection , plan provisions, and strategic recommendations to improve the plan.   Respond promptly to client inquiries and troubleshoot in conjunction with the Provider, TPA, DCIO, or other subject matter experts        Conduct participant education meetings and seminars, including one-on-one consultations   Meticulously update CRM on a real time   basis, and   generate periodic departmental reports.   Generate and coordinate client deliverables such as investment and plan reviews with a high emphasis on accuracy and meeting stringent deadlines. Quarter end is typically fast paced.   Offer   additional   support in facilitating   RFP’s   from various vendors   Update and generate weekly reports   utilizing   the CRM and MS Office , adhering to departmental protocols.   Assist   in   generating pitch decks and   compiling competitive intelligence on upcoming prospect meetings   Special projects as needed   KNOWLEDGE, SKILLS & ABILITIES   Working knowledge of   investment analytics ( i.e.   mutual funds , CIT’s, subaccounts, etc.)   Polished written and oral communication skills   Familiarity with RPAG investment analysis software helpful but not   required   Prior experience with CRM software   (Redtail   and   Salesforce   a plus )   A proven   track record   of excellent customer service   Intermediate level knowledge of MS Office – Word, Ex c el, PowerPoint, Outlook   Extremely detail oriented, proactive, and reliable in all aspects   Working knowledge of   facilitating   virtual meetings via Microsoft Teams   EDUCATION & EXPERIENCE   1-3 years of experience in the financial services industry   required . Experience with institutional retirement plans   a plus   but not   required .   Bachelor’s degree preferred .   Advanced industry designations such as CPFA, AIF, QKA , CFP   preferred .   FIN R A Series 65 and CA   Llife   Insurance License   required   (Required within   90 days   of hire if not already in possession.   Compensation starts at $75,000+ annually and is negotiable at   time   of offer.    #LI-KC1 #LI-Hybrid IMPORTANT NOTICE: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons. Click here for some insight into our culture! The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.