EdgeCo Holdings is comprised of several affiliated companies focused on providing a broad array of sophisticated financial products, technology, and support services in the areas of full-service retirement plan administration, brokerage services, and trust & custody solutions. EdgeCo provides these services through numerous subsidiary entities including American Trust, Mid Atlantic Trust Company, NewEdge Capital Group and PensionPro Software.
The Sr. Relationship Manager is accountable for delivering proactive, consultative client service and strategic account management for a portfolio of defined contribution relationships, with the objective of driving long-term satisfaction and retention, improving efficiencies and the profitability, and growing the business.
Maintain and enhance relationships with clients, financial advisors, and industry partners by providing engaging on-going service; serve as the primary point of contact for all assigned clients, financial advisors, and partners.
Proactively consult with clients and financial advisors on investment vehicles, participant services and plan design solutions that will enhance the client’s retirement plan and maximize the retirement outcome offered to their employees.
Support clients in managing their fiduciary responsibilities by addressing and resolving plan compliance, regulatory and operational issues in conjunction with the third- party administrator (“TPA”) and financial advisor, if applicable.
Partner with client and financial advisor in the development and execution of participant engagement strategies; support, plan and participate in meetings when necessary.
Identify client needs and proactively propose value add services; introduce and rollout new products and services offered by the company.
Coordinate strategic business and communication planning while balancing client needs, opportunities for relationship enhancement and profitability.
Strengthen relationships with the decision-makers in the client’s human resources and finance departments, including the retirement and investment committees, “C” suite executives, and external consultants and advisors.
Prepare and deliver annual service reviews and monitor plan fees where appropriate, including presenting at on-site meetings when necessary.
Review all accounts in accordance with regulatory and department standards to mitigate risk.
Adhere to team individual service and retention goals.
Travel as required (approximately 15-30%) to satisfy the needs of key client, financial advisor, and TPA.
Education and Experience:
Bachelor’s degree or the equivalent combination of education and relevant experience and 10+ years of retirement plan industry experience with 5-7 years direct experience in client relationship management.
Employees are eligible to participate in company benefits including health, dental, and vision insurance on the first of the month after their hire date. The company also provides a 401(k) plan with company match, group life insurance, short- and long-term disability, as well as additional voluntary benefits for employees to elect participation in.