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SalaryOverview:
Arista Consulting Group (an Alera Group company) is seeking a Relationship Manager, Retirement to join their Employee Benefits team.This is a Remote opportunity.
Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?
Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?
If that is what you’re looking for, this is your chance to be part of an amazing organization!
At Arista, we provide the best of both worlds – national scope combined with local service. Our mission is to transform the client experience by providing a greater depth and breadth of resources, innovative thinking, and constant collaboration, while maintaining strong local relationships. Today’s complex and dynamic world requires skilled navigation supported by state-of-the-art technology backed by unparalleled service...and this is what you can expect from us here at AIA, Alera Group.
The Relationship Manager, Retirement position aims to support the Retirement Producer/ Advisor through our systems and strengthen each client association towards our goal of institutionalized relationships. This position will include client-facing engagement, so great communication skills and relationship-fostering talent are necessary!Responsibilities:
If you're a California resident, please read the California Consumer Privacy Act prior to applying.
#LI-Remote
Arista Consulting Group (an Alera Group company) is seeking a Relationship Manager, Retirement to join their Employee Benefits team.This is a Remote opportunity.
Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?
Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?
If that is what you’re looking for, this is your chance to be part of an amazing organization!
At Arista, we provide the best of both worlds – national scope combined with local service. Our mission is to transform the client experience by providing a greater depth and breadth of resources, innovative thinking, and constant collaboration, while maintaining strong local relationships. Today’s complex and dynamic world requires skilled navigation supported by state-of-the-art technology backed by unparalleled service...and this is what you can expect from us here at AIA, Alera Group.
The Relationship Manager, Retirement position aims to support the Retirement Producer/ Advisor through our systems and strengthen each client association towards our goal of institutionalized relationships. This position will include client-facing engagement, so great communication skills and relationship-fostering talent are necessary!
Retirement Plan Expertise
- Understand appropriate documents related to the plans, including amendments
- Exhibit 401(k), 403(b) and 457 technical expertise
- Research legislative updates related to plan documents
Performance Reporting
- Compile plan asset reports from vendor websites.
- Execute performance reports for clients.
Client Engagement
- Prepare agendas and other meeting documents for quarterly reviews.
- Prepare client folders for meetings with appropriate reports and documents.
- Participate in in-person/Virtual meetings with clients and decision-makers regarding operational issues, service, and retention.
- Document plan changes, meeting minutes, and follow-up tasks, and ensure they are saved in Cloud and CRM systems.
Vendor Engagement
- Work with vendors to get access to the vendors' websites.
- Pull fee reports and asset reports.
- Day-to-day interaction with Record-keeper and TPAs to manage client tasks and issues.
- Help with Record keeper RFP.
- Coordinate new client implementations, update plan documents and checklists, communicate with the support team, and maintain accurate records, including signed documents.
Operational Functions
- Participate in weekly calls with vendors for plan conversions, update plan documents, and provide employee communication regarding fund lineups, force outs, blackout periods, etc.
- Work with the Recordkeepers department to collect quarterly Retirement fees.
- Series 66 license required
- Any industry designation is preferred.
- Sound TPA knowledge
- 5 years of experience in a related role
- Financial advisory experience required
- Plan document (specifically 401(k), 403(b) and 457(b) plans) experience, preferred
- Experience with agency management systems, including RPAG and Salesforce.
- Strong customer contact skills with excellent interpersonal, written, and verbal communication skills
- Experienced in various technologies, such as Windows and OS operating systems
- Ability to work independently and collaboratively in a deadline-driven environment
- Handle multiple tasks simultaneously
- Accountability and high level of accuracy
- Analyzing data and reports
- High proficiency with Microsoft Office Suite including Excel, Word, Outlook, and PowerPoint
The candidate should be open to any additional duties related to the retirement book of business they will handle.
Equal Opportunity Employment:We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
If you're a California resident, please read the California Consumer Privacy Act prior to applying.
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