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Client Relationship Manager

| Greater Boston Area

Position Summary

Working independently, incumbents maintain and enhance relationships with existing DC/DB clients. Ensure client satisfaction through periodic client meetings and discussions covering service levels, plan utilization, product offerings, and fund investment performance. Work closely with sales, plan administration, and operations staff. Participate in finals presentations. Incumbents have a thorough understanding of clients’ requirements. While incumbents have overall responsibility for client relationships, day-to-day service and administrative issues are handled by plan administration staff.

Incumbents have very strong communications skills and comprehensive knowledge of the company's products and services.

Role Characteristics

  • Seasoned individual capable of handling broad scope projects that have short to medium-term focus
  • Works with guidance on more complex projects
  • Capable of applying knowledge to handle all but the most complex problems independently
  • Anticipates change and directs or redirects efforts
  • Looks for and finds ways to improve operations
  • Individual typically has at least 8-10 years of related experience

Job Responsibilities & Requirements

  • Commits to managing all business and personal interactions with honesty, integrity, and the highest ethical standards
  • Builds strategic partnership with the client
  • Seeks out and defines the needs and wants of internal and external customers
  • Develops and manages strategic plan around client goals and objectives and leads overall strategic focus of the client team
  • Responds positively to changing circumstances and seeks alternative way of achieving goals if necessary
  • Demonstrates forward thinking; looks ahead, anticipates problems, and considers future impact of current actions
  • Consistently produces results on time; hits goals-all while adhering to the highest standards of honesty, fairness, and

    Integrity

  • Raises resources for team inside and outside of WPS in support of client
  • Negotiates effectively with the client to maximize relationship profitability and ensure compliance with MMRS best practice,

    Goals and Objectives

  • Understands business economics/pricing and impact on client
  • Makes decisions based on sound financial principles and knows when to engage others in decision making (e.g. manager, peers, customers)
  • Seeks out and considers all relevant information (e.g. technical/functional, financial, organizational, customers, competitors) when analyzing problems
  • Customizes interactions to fit client business, culture and need
  • Demonstrates an understanding of WPS product and service capabilities
  • Ability to multi-task and prioritize workload
  • Territory: MA/CT

BASIC QUALIFICATIONS:

  • High School Diploma
  • 8+ years of retirement services experience
  • For this position, candidates must be authorized to work in the United States without requiring visa sponsorship
  • FINRA Series 7 and 63 licenses or obtain within a designated period of time from start date

PREFERRED QUALIFICATIONS:

  • Bachelor's degree or equivalent work experience
  • Professional designations, such as ASPA or CEBS preferred
  • Working knowledge of ERISA, current compliance and regulatory item
  • Knowledge of plan documents and investment contracts
  • Strong plan design skills
  • Basic understanding of the insurance market
  • Current knowledge of the retirement plan industry, competitors, products and services
  • Advanced written and oral communications skills
  • Effective Influence, presentation and negotiation skills
  • Excellent organization and time management skills
  • Superior analytical and complex decision-making skills
  • Microsoft Word, Excel and PowerPoint literate
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Technology we use

  • Engineering
  • Product
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Location

470 Atlantic Avenue, Boston, MA 02110

An Insider's view of MassMutual

How do you collaborate with other teams in the company?

As a Product Owner, I spend most of my time collaborating with others across different business units. On any given day, I could be spending time brainstorming design concepts of upcoming features with our design team or assisting them with presenting these concepts to outside users as part of our user testing process.

Ryan

Digital Product Owner

What makes someone successful on your team?

Successful people on my team are: passionate, curious, receptive, and engaged. Each team member is expected to be passionate about the work that they do, and the domains in which they practice. They are always solving unique problems and must be curious about finding new solutions.

David

Digital Lead

What’s the vibe like in the office?

We work in an open floor plan, so there is a lot of opportunity for networking across roles, teams and levels. Everyone is very friendly and welcomes the opportunity to get to know other people on the floor.

Kristina

Digital Product Manager

What are MassMutual Perks + Benefits

MassMutual Benefits Overview

At MassMutual, employees have the opportunity to earn a competitive salary and bonus, enroll in an
array of benefits, and participate in programs and services that support healthy lifestyles, assist them
in building financial security for themselves and their families and help them live well-balanced lives.

Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Child Care & Parental Leave Benefits
Child Care Benefits
Generous Parental Leave
Adoption Assistance
Vacation & Time Off Benefits
Generous PTO
Paid Volunteer Time
Paid Holidays
Paid Sick Days
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