Client Partner

• Serving as subject matter expert on defined benefit regulations, compliance requirements, and industry best practices
• Effectively consult and present to external executive leader roles on plan design, administrative considerations, and legislative landscape
• Staying informed about market trends, legislative changes, and emerging technologies in the retirement benefits space
• Utilizing expert knowledge of DB to work with the client on difficult plan issues
• Managing in-year revenue growth with a focus on project work and upselling existing scope
• Managing to the client contract, and preserving contract margins including SLA adherence and E&O negotiations
• Partnering with Oversight & Excellence to reduce total cost
• Collaborating with Renewal Executives and Client Leader to prepare renewal

Senior Client Manager

Senior Partner Development Manager

Senior Client Manager