Director, Senior Client Relationship Manager

Mutual of America Financial Group

Director, Senior Client Relationship Manager

Atlanta, GA or Boca Raton, FL (Hybrid)

At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid foundation of integrity, excellence, and social responsibility. We were founded in 1945 to provide small and mid‑sized nonprofit organizations with pension and retirement‑related services, along with leading customer support. Today, we provide these services also to for‑profit companies, as well as to governmental entities, Tribal enterprises, institutional investors, and individuals.

We work diligently to understand the needs of our customers so we can help them achieve their financial savings goals. We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future.

The Director of Client Relationship Management is responsible for overseeing and enhancing client relationships within the retirement services sector. This individual will oversee a team of Client Relationship Managers and report directly into the Regional Vice President. This role requires a deep understanding of retirement products, exceptional client service skills, and the ability to lead a team to deliver high‑quality solutions to clients.

• Client Relationship Management:
  • Develop and maintain strong relationships with key clients, understanding their needs and providing tailored solutions.
  • Act as the primary point of contact for client inquiries and issues, ensuring timely and effective resolution.
• Team Leadership:
  • Lead and mentor a team of client relationship managers and support staff to improve client engagement and service delivery.
  • Foster a collaborative culture that emphasizes client satisfaction and teamwork.
• Strategic Planning:
  • Collaborate with senior management to develop and implement strategic plans for client engagement and retention.
  • Identify opportunities for upselling and cross‑selling additional retirement services to existing clients.
• Market Analysis:
  • Stay informed about trends and developments in the retirement services industry to provide insights that enhance client offerings.
  • Conduct regular assessments of client satisfaction and feedback to inform continuous improvement efforts.
• Training and Development:
  • Organize training sessions for staff on retirement products, client management techniques, and industry best practices.
  • Promote professional development opportunities for team members.
• Compliance and
  
  Risk Management:
  
  
  • Ensure all client interactions and service delivery processes comply with industry regulations and standards.
  • Identify and mitigate risks associated with client engagement.

• 7+ years of work experience in group retirement plan industry as a Client Relationship Manager
• Knowledge and understanding of corporate/group retirement plans 403(b), 401(k) and 457.
• Knowledge of retirement plan design, investment monitoring, plan administration, compliance testing and enhanced understanding of retirement plan rules & regulations.
• Excellent business writing, presentation, and public speaking skills
• Ability to handle pressure, prioritize, and multitask during a business day
• Active FINRA Series 6, 63 and SIE or must be obtained within the first year of employment
• Active State Life and Health Insurance License (in all states covered) required or obtained within first year of employment
• Valid driver’s license

• Bachelor’s Degree

• Competitive base salary
• Annual Bonus
• Comprehensive Benefits Package (medical, dental, and vision) that starts day one of employment
• 401(k) Match: 100% Employer Match on up to 6% of employee contributions (Salary and Incentive Comp)
• Parental Leave: 8 weeks fully paid
• Paid time off: 20 days plus two floating personal holidays

The salary range below describes the minimum to maximum base salary range for this role. The role is also eligible for an annual bonus, whereby total compensation may exceed this range depending on individual and / or company performance. Base Salary Range: $125,000 - $170,000

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Mutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law.