Client Relationship Consultant

Client Relationship Consultant

Shepherd Financial is an independent firm, utilizing a thorough and highly efficient team approach to retirement plan consulting and wealth management. Our mission is helping people and companies thrive through empowered financial solutions. We implement a holistic view of individual wealth management, creating strategies to help our clients grow, protect, and transfer their assets. Our financial wellness programs enable retirement plan participants to prepare and retire on their terms, while our proven process provides consistent engagement, encouragement, and helpful resources to instill confidence and effectively transform financial behavior. Our vision is to grow in a meaningful way, becoming a nationally recognized name as a trusted financial partner and industry leader.

While we are proud of the work we do, it is clearly fueled by the team we have built. It is evident that our team structure and environment set us apart in this industry. Each Shepherd Financial team member is invested in the well-being of others, offering support and assistance in any way possible. We genuinely care for one another, and that ultimately extends to every client and participant we serve.

Our Core Values

• Integrity: We thoughtfully serve our clients and one another with trusted, dedicated, and highly responsive care.
• Service: We regularly and generously share our time, expertise, and money to positively impact the well-being of our clients, community, and one another.
• Empathy: We genuinely value people, honor their unique experiences and capabilities, and create inclusive, collaborative environments.
• Innovation: We are engaged and passionately curious, generating creative and flexible solutions for our clients and team.
• Quality: We provide consistent service and resources, offering unmatched value and accountability to our clients and the financial industry.
• Growth: We intentionally seek opportunities to learn, develop, and flourish, emphasizing individual and team health.

Position Description & Objectives

The Client Relationship Consultant (CRC) helps support organizational growth and provides strategic client direction to existing and new client relationships. This position requires the ability to deliver exceptional, timely client service while effectively and autonomously managing a book of retirement plans. The abilities to learn independently, create positive and authentic relationships, and act as a community leader are essential to your success in this role.

Core Responsibilities

• Provide leadership to and become fully engaged with both existing and new client relationships
• Work with established team members to become acquainted with existing clients, ultimately leading to robust account management of client relationships
• Advocate for and solve day-to-day client concerns
• Conduct committee, enrollment, financial wellness, and other meetings at regularly-scheduled intervals
• Manage accounts by responding to client needs, anticipating issues, and proactively providing solutions
• Effectively implement available resources to resolve a variety of issues with clients. These may include compliance, DOL and IRS audits, ERISA-related guidelines, vendor websites, contract repricing, and/or plan and contract conversions or terminations
• Promote client retention and identify opportunities to strengthen existing client relationships through timely, high-quality service
• Cultivate strong partnerships with both clients and vendors
• Increase Shepherd Financial brand awareness in the retirement marketplace
• Discover individual rollover opportunities that meet our minimum monetary requirements for wealth management clients

Position Expectations

• An undergraduate degree and relevant industry designations, including current Qualified 401(k) Administrator (QKA) status (or credential attainment within the first 12 months of employment, per the terms of the Continuing Education Repayment Program)
• A proficiency in Microsoft Word and Excel
• Compliance with Shepherd Financial's internal policies, including the Work-From-Home Policy and License and Designation Repayment Program
• Begin each business day no later than 8:30 am
• Weekly attendance at the retirement plan team meeting on Mondays at 8:00 am EST
• Return or acknowledge emails and phone calls from plan sponsors and participants within 24 hours
• Document all client interactions in Redtail within 24 hours
• Refer 12 wealth management and or insurance prospects over the course of a year.

Compensation & Benefits

• Salary plus incentive-based salary enhancement for new annualized recurring revenue from either retirement plans or wealth management referrals
• Discretionary year-end performance bonus
• Paid time off (Holidays, PTO, Volunteer days), 401(k) match, and medical, term life, and disability insurance
• Additional benefit options: dental, vision, voluntary life, critical illness and accident, LifeLock
• Financial support for professional accreditation/license fees and continuing education
• Mileage and other Shepherd Financial-related expense reimbursement, per the Expense Reimbursement Policy
• Cell phone reimbursement: $45 per month

Position Location

This position is based out of our Louisville, KY office, with the opportunity to work 1 day per week from home.