Senior Advisor, Client Relations, Group Retirement Savings

Responsibilities

• Contributing to the development and maintenance of business relationships with strategic Group Retirement Savings clients, and ensuring the development, implementation, and follow-up of action plans for these clients
• Driving results by promoting solutions and service offerings in line with the business unit’s objectives and strategies
• Analyzing client needs, proposing, designing, and implementing customized solutions to help strategic clients achieve their goals
• Working on complex initiatives that require in-depth knowledge of your field of expertise
• Collecting and analyzing data, writing results-oriented reports, and preparing recommendations
• Developing and delivering presentations on products and services to promote plans to pension committees and at clients’ annual general meetings
• Managing complex plan implementations and modifications, and maintaining ...