Client Relationship Manager - Group Retirement Savings

• Proactively manage a portfolio of clients and intermediaries to ensure high retention and satisfaction
• Organize client visits in accordance with service standards to build strong, long-term relationships
• Establish business relationships with pension committees, plan sponsors, and stakeholders
• Analyze client needs to propose, design, and implement solutions that promote the business unit's growth
• Identify sales opportunities and provide tailored solutions to meet client goals
• Support the sales team during short-list presentations to showcase financial wellness and reporting tools
• Develop relationships with Group Benefits Insurance colleagues to pursue joint business opportunities
• Advise clients on the best solutions and strategies to achieve desired outcomes
• Collect and analyze data to prepare results-oriented reports and recommendations for annual general meetings
• Research industry trends to ensure the development of best practices

• 3 to 5 years of experience
• retirement and savings experience (group or institutional) is preferred
• Demonstrated influencing and negotiation skills with a proven record of building internal and external relationships
• Proven ability to manage work with limited direction and effectively resolve escalations
• Good understanding of the legislative and regulatory environment
• Strong verbal/written communication and solid presentation skills
• Professional proficiency in English

Competitive salary range and comprehensive benefits package