What are the responsibilities and job description for the Client Relationship Manager – Retirement Plans position at 5HC Hub International Group Northeast Inc.?
About Legacy Planning Legacy Planning Partners, a HUB International company, is an independent financial planning services company with 3 locations in Southeastern, PA. Legacy Planning is growing and looking to hire a Client Relationship Manager to the Retirement Plans team in the Blue Bell, PA location. Our mission is to make a significant impact in the lives of our clients, their families, and their communities through comprehensive and strategic financial planning. Position Overview The Client Relationship Manager (CRM) plays a pivotal role in delivering an exceptional retirement plan experience for our clients. This position focuses on proactive client service, strategic plan design, and expert guidance on qualified plan administration. The CRM builds and maintains trusted relationships with plan sponsors, advisors, and partners—serving as their go-to resource for compliance, operations, and plan performance. Key Responsibilities: Client Service & Relationship Management Serve as the primary point of contact for retirement plan clients, ensuring responsive and proactive communication. Build and maintain strong, consultative relationships with plan sponsors and advisors. Lead client plan review meetings, delivering insights on plan performance, design improvements, and compliance matters. Anticipate client needs and coordinate timely solutions across internal and external partners. Plan Design & Administration Support the senior advisor with plan design strategies that align with business goals and regulatory requirements. Monitor and communicate legislative and regulatory updates that may affect plan operations or design. Manage plan amendments, mergers, and coverage or benefit structure changes. Collaborate with internal and external experts to address testing corrections, allocation enhancements, and compliance matters. Support audit preparation and ensure all required documentation and communications are completed accurately and efficiently. Business Change & Compliance Support Guide clients through organizational changes, including mergers and acquisitions, ensuring smooth transitions. Provide consulting on testing, failures, and compliance corrections. Partner with service providers to ensure ongoing plan compliance and operational integrity. Internal Operations & Team Collaboration Contribute to revenue goals through retention, cross-servicing, and client satisfaction. Collaborate with internal operations to ensure service excellence and process consistency. Qualifications: Education & Experience Bachelor’s degree in Business, Finance, Accounting, or related field (or equivalent experience). Minimum 5 years of experience in retirement plan administration, client servicing, or related financial services. Comprehensive understanding of ERISA, DOL regulations, and qualified plan design principles. Licensing & Credentials FINRA Series 6, 63, or 65/66 preferred. QKC, QKA, QPA, PPC, AIF, QPFC, NQPC or other industry designations a plus. Skills & Competencies Exceptional client relationship and communication skills. Strong analytical, organizational, and problem-solving abilities. Ability to manage multiple priorities in a fast-paced, detail-oriented environment. Proficiency in Microsoft Office Suite and retirement plan recordkeeping systems. High level of professionalism, integrity, and commitment to client success. Compensation & Benefits Competitive salary commensurate with experience. Performance-based incentives. This position is a full-time salaried position with company provided benefits and paid time off. Experience and education will be considered when offering compensation. Department Account Management & Service Required Experience: 5-7 years of relevant experience Required Travel: Negligible Required Education: Bachelor's degree (4-year degree) HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications. Hi, we’re HUB. In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected. When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support. And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control. About HUB International Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.
