Client Manager, Retirement Plans

The Baldwin Group

Client Manager focused on retirement plans and client satisfaction at Baldwin Group. Providing pro-active support and managing client relationships to enhance services.

Posted 5/29/2026full-timeJacksonville • Florida • 🇺🇸 United StatesJuniorWebsite

About the role

Key responsibilities & impact

Provide advice and support to plan fiduciaries via committee meetings in the areas of investment selection, plan provisions, and strategic recommendations to improve the plan.
Respond promptly to client inquiries and troubleshoot in conjunction with the Provider, TPA, DCIO, or other subject matter experts
Conduct participant education meetings and seminars, including one-on-one consultations
Meticulously update CRM on a real time basis, and generate periodic departmental reports.
Generate and coordinate client deliverables such as investment and plan reviews with a high emphasis on accuracy and meeting stringent deadlines.
Offer additional support in facilitating RFP’s from various vendors
Update and generate weekly reports utilizing the CRM and MS Office, adhering to departmental protocols.
Assist in generating pitch decks and compiling competitive intelligence on upcoming prospect meetings

Requirements

What you’ll need

1-3 years of experience in the financial services industry required.
Experience with institutional retirement plans a plus but not required
Bachelor’s degree preferred
Advanced industry designations such as CPFA, AIF, QKA, CFP preferred.
Holds Series 65 or 66 (or equivalent) and maintains all required registrations and continuing education.

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Flexible work arrangements

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

investment selectionplan provisionsstrategic recommendationsparticipant educationCRMreport generationRFP facilitationpitch deck creationcompetitive intelligence

Soft Skills

client supporttroubleshootingcommunicationattention to detailtime management

Certifications

CPFAAIFQKACFPSeries 65Series 66