Senior Client Relationship Manager - Retirement Plans
$65k - $90kMutual of America
Mutual of America is looking for a Client Relationship Manager to engage and strengthen relationships with clients in California. This role includes managing client operations for retirement plans and ensuring compliance with required tasks. Successful candidates will possess excellent business writing and public speaking skills, with qualifications including active FINRA licenses and a Bachelor's Degree. The position offers a competitive salary range of $65,000 - $90,000 plus potential bonuses. #J-18808-Ljbffr Mutual of America
$65k - $90k
...Mutual of America is looking for a Client Relationship Manager to engage and strengthen relationships with clients in California. This role includes managing client operations for retirement plans and ensuring compliance with required tasks. Successful candidates will...SeniorRetirement$65k - $90k
Mutual of America Financial Group is hiring a Client Relationship Manager to strengthen existing client relationships in the Walnut Creek area. The CRM will be essential in managing group retirement plans, ensuring compliance, and preparing meeting materials. The ideal...Retirement$144k - $196k
...excited to offer a fantastic Senior Client Services Manager/Project Manager... ...expanding long-term client relationships, leading high-performing... ...Exceptional strategic planning, engagement, and communication... ...leave, paid holidays, 401(k) retirement savings plan with...SeniorRetirementTemporary workShift work$65k - $90k
...Financial Group Job Title: Client Relationship Manager Location: Fresno, CA or San... ...organizations with pension and retirement‑related services, along... ...will report to the Director, Senior Client Relationship Manager... ...of group retirement plan clients On an ongoing basis...RetirementWork experience placementHome officeFlexible hours- ...California, seeks an experienced Underwriter to manage profitability and growth of business... ...negotiate customer accounts, and build relationships with partners to enhance sales. The... ...comprehensive health insurance, a retirement matching program, and substantial paid...SeniorRetirement
- ...an Account Executive Officer (AEO) to manage and grow a book of business in Walnut Creek... ..., as well as the ability to build relationships with both internal and external partners... ...designation. Benefits include health insurance, retirement matching, paid time off, and a wellness...SeniorRetirement
$170.26k - $200.3k
...from Day One. Job Description Manages and grows a very large and... ...for and closes new business relationships and retains and expands relationships... ...to those prospects and clients, identifying and... ...401(k) and employer-funded retirement plan Paid vacation (from two to five...RetirementTemporary workLocal area- ...your career. Responsibilities Manage and grow a very large and... ...for and close new business relationships, while retaining and expanding... ...and services to prospects and clients, identifying and... ...401(k) and employer‑funded retirement plan Paid vacation (2-5 weeks depending...RetirementTemporary work
- ...Officer in Walnut Creek, California to manage profitability and growth of technology... ...a bachelor's degree. The role includes relationship management with agents and brokers, underwriting... ...benefits include health insurance, retirement matching, and generous paid time off....SeniorRetirement
$128.21k - $208.13k
HDR is seeking a Senior Geotechnical Engineer located in Walnut Creek, California. The role involves mentoring staff, leading... ...comprehensive benefits package including health insurance and a retirement savings plan. Expected compensation ranges from $128,205 to $208,125...SeniorRetirement- U.S. Bank is seeking a seasoned professional to manage high net worth client relationships. This role requires expertise in wealth management, overseeing... ...and a Bachelor's degree. Benefits include healthcare, retirement plans, and paid vacation. #J-18808-Ljbffr U.S. BankSeniorRetirement
$88.4k - $132.6k
Citigroup Inc. is seeking a seasoned Wealth Relationship Management Sr. Analyst in Pleasant Hill,... ...role focuses on building and deepening client relationships while offering holistic... ...benefits including medical coverage, retirement plans, and paid time off. #J-18808-Ljbffr...SeniorRetirement- ...Walnut Creek, CA, is seeking a Senior Underwriter / Account Executive Officer to manage and underwrite commercial accounts... ...with the ability to cultivate relationships with agents and brokers. The... ...including health insurance and retirement contributions. #J-18808-Ljbffr...SeniorRetirement
- ...in Walnut Creek is seeking a Senior Travel Consultant for... ...corporate travel. The role involves managing complex travel requests,... ...quality itineraries, and ensuring client satisfaction. Candidates... ...Benefits include health care and a retirement plan, with a focus on employee...SeniorRetirementRemote job
- ...relevant underwriting experience. The AEO will be responsible for managing profitability and cultivating relationships within the business segment. Offered benefits include comprehensive health coverage, retirement contributions, generous paid time off, and a wellness...SeniorRetirement
$109.3k - $180.2k
...oriented decision making and relationship building internally and externally... ...results. Responsibilities Manage the profitability, growth,... ...the enterprise to create sales plans and identify cross‑selling... ...the first day of employment. Retirement: Travelers matches 401(k) contributions...SeniorRetirementLocal area- Environmental Resources Management (ERM) is seeking a Consulting Senior Associate, Biologist in Walnut Creek, California. You will provide biological... ...comprehensive benefits package including medical, dental, and retirement plans. #J-18808-Ljbffr Environmental Resources...SeniorRetirement
$109.3k - $180.2k
...oriented, and know how to build relationships internally and externally to... ...Travelers. What Will You Do? Manage the profitability, growth,... ...the enterprise to create sales plans and identify cross-selling... ...the first day of employment. Retirement: Travelers matches your 401(k...SeniorRetirementLocal area- ...new and existing Fortune 500 clients to sell them KellyMitchell... ...solutions services Use a relationship-based sales approach to establish... ...with IT Hiring Managers through weekly client meetings... ...and PTO Package Long-Term Retirement Plans (Company Stock + 401K) Medical...SeniorRetirementWork at officeWork from homeNight shift
- ...Senior Client Manager At Gallagher, we're united by a commitment to service, growth, and excellence... ...a key role in building strong client relationships, managing accounts, and mentoring team... ...to complete review of contracts and plan documents / summaries / SBCs....SeniorLive outWork at officeLocal areaFlexible hours
- Arthur J. Gallagher & Co. (AJG) is seeking a Senior Client Manager in Walnut Creek, California. In this role, you will manage client accounts, build strong relationships, and mentor team members while working in a collaborative environment. You will also assist with vendor...Senior
- ...Senior Auditor Walnut Creek, CA 94596 ~ CPA... ...crucial role in the management and oversight of our... ...A&A services to our clients, and participating in... ...maintain meaningful relationships with clients, serving... ...including health insurance, retirement plans, and a flexible work...SeniorRetirementWork at officeRemote workFlexible hours
- ...important people decisions. We help clients build better workplaces,... ..., and excellence. As a Senior Client Manager, you’ll play a key role in building strong client relationships, managing accounts, and mentoring... ...review of contracts and plan documents / summaries / SBCs...SeniorFull timeLive outWork at officeLocal areaFlexible hours
$60k - $128k
...Client Manager II The Client Manager II applies experience and critical... ...management. Introduce plans designed to support the clients... ...effective and positive working relationships with internal associates and... ..., 401K savings and other retirement programs as well as employee...RetirementWork experience placementWork at officeNight shiftAfternoon shift- ...BKF Engineers is seeking an Environmental Planning Project Manager in Walnut Creek, California. This role involves leading the Environmental Planning team to enhance market share and oversee CEQA/NEPA compliance document preparations for various projects. The ideal candidate...Senior
$90k - $110k
The Client Service Manager is responsible for delivering a high level of service to Heffernan Financial... ...is expected to enhance client relationships as well as be an advocate for each... ...Present prepared client reports to select Retirement Plan clientele and follow‑up on any open...RetirementWork experience placementLocal areaImmediate start$162k - $190k
...Private Client Services Tax Senior Manager Private Client Services at BDO is a boutique practice... ...compensation; and cash-flow, retirement, and life insurance planning. A Tax Senior Manager,... ...activities and training Builds new relationships and maintains existing...SeniorRetirementPrivate practiceWork at office$221k - $322k
...Senior Director - Client Partner - FinTech Slalom | Posted Mar 11 | Full-time | Negotiable | Unknown... ...enablement, operations/financial management, and team/people management—all in a... ...Build and maintain long term client relationships Be responsible for achieving and maintaining...SeniorFull timeTemporary workLocal area- ...people decisions. We help clients build better workplaces, where... ...is all about building relationships, guiding clients through their... ...Gallagher services, such as retirement planning or HR consulting. Whether... ...strong client relationships. Manage client renewals and open...RetirementFull timeLive outWork at officeLocal areaFlexible hours
$64.7k - $120.4k
...Company: Description: Summary The Client Manager provides advice and assistance... ...to ensure smooth implementation of new plans. Ensure required plan information and... ...tuition assistance, 401K savings and other retirement programs as well as employee assistance...RetirementMinimum wageWork experience placementWork at officeNight shift
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