Client Manager - Retirement Planning Services

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk?

Oswald Companies seeks goal-driven professionals ready to take their career to the next level.

Job Summary: Responsible to retain the existing business and grow the assigned group of retirement plan clients.  In a leadership role, collaborates with client teams in the tactical and strategic delivery of services promised; works closely with internal resources as needed to satisfy the client's needs.

A Day in The Life:

• Serves as the key relationship contact by account at all leaderships levels for the assigned book of business with a total book value from $1K to $2M in revenue.
• Capable of managing the company's more complex, multi-national accounts having multiple types of retirement plans.
• Achieves TAS (Total Account Selling) goals in collaboration with Sales/Business Development; meets individual cross-selling and up-selling objectives; meets new business sales goals.
• Provides mentorship and coaching for the Client Manager service team.
• Develops, leads, and executes account strategy with the client and the assigned team of Oswald professionals; develops an annual service plan with focused goals, which includes stewardship and open item components.
• Directs and implements cost effective solutions to minimize risk and ensures the selected strategy is effectively designed, communicated and implemented by the account team.
• Oversees the new client onboarding process, which includes verifying all services sold, understanding client expectations, and the creation of the short-term and long-term plan to deliver services.
• Directs support team activities to meet the client's specific needs, which include the creation of the annual service calendar, scheduling meeting times and agenda, and other deliverables to be completed by the established client deadline.
• Responsible to review and approve all client deliverables, which may include investment fund management, market evaluation and pricing summary, compliance notifications, and any other item deemed necessary.
• Ensures all client revenue is collected on a timely basis.

What You’ll Need:

• A college degree is an advantage but not a requirement
• FINRA Series 6, 63, and 65 or FINRA Series 7, 65 licensing required.
• Professional designations of AIF is preferred.
• At least 5 or more years of Retirement Plan industry knowledge is required.

Who You Are:

• Strategic thinker – able to connect solutions with data
• Accountability – overall accountability for anything with a client – wrong, right, indifferent
• Strong communication skills – ability to know how and when to communicate
• Relationship builder – build relationships with clients, carriers, and internal partners
• Strong leadership skills – ability to coordinate all aspects of a project and make sure folks deliver on timelines

Who is Oswald?

Oswald is a 129-year-old company that creates a world of protection around the lives and businesses of our clients.

We are an independent, employee-owned company. So, essentially, you own your own success in a personally and financially rewarding opportunity.

Inclusivity is a priority. We foster an environment of collaboration and belonging where our Employee-Owners thrive on their unique path. Our diverse talent reflects the communities and clients we serve, while driving unmatched risk and insurance innovations.  

Our people-first culture and client service excellence have built our reputation of integrity, resourcefulness, and a relentless care for our clients and employees. Don’t believe us? Ask your friends, colleagues, and mentors about Oswald. There’s a reason Oswald has been named a Top Workplace for nine consecutive years.

What you’ll get...

At Oswald, you will have the opportunity to build a long-term career with unlimited growth potential. Aim high, work hard and we’ll help you achieve your goals. 

At Oswald, you will experience our caring work environment. We care about our Employee-Owners, we care about our customers, and we care about the world around us. Our caring personality comes to life in the form of volunteering in the community. We even give employees paid time off to volunteer with an organization of their choice.

At Oswald, you will achieve a work-life balance. We care about your physical and emotional well-being, so work-life balance is encouraged and practiced. We understand you have a life outside of work, and we want you to live it.

At Oswald, you will have access to a world-class Total Rewards package. We truly value our people, which shows in our compensation, benefits, and perks.

• In addition to competitive pay, we have designed a performance-based annual incentive program. All employees are eligible to earn a bonus by meeting performance objectives. 

• Comprehensive medical, dental and vision plans and numerous supplemental benefit offerings.

• Paid time off annually and a sabbatical at every 10-year service anniversary.

• Ownership in the company in the form of company stock (discretionary profit-sharing and 401(k) match contribution)

• Assistance with parking expenses, discount programs for area services/experiences, and financial support for professional development and licensure/designations

• Access to specialized leadership development programming designed to take your career to the next level.

• And so much more!

To learn more about Oswald, our culture and everything we have to offer, visit us on LinkedIn.

Oswald, a Unison Risk Advisors company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic.