Position Responsibilities

• Client Relationship Management & Business Partnership
  • Lead and support the CRM team to drive client satisfaction, retention, and growth opportunities.
  • Identify and pursue opportunities for cross‑selling and upselling products and services within the retirement solutions portfolio.
  • Partner with Distribution and Product teams to support new business initiatives, respond to RFPs, and participate in finalist presentations as needed.
• Strategic Growth & Retention
  • Ensure service standards and contractual obligations are met for all assigned accounts.
  • Monitor KPIs and OKRs as well as client satisfaction metrics; proactively address service gaps and expand issues as needed.
  • Collaborate with Operations leadership to influence process improvements and enhance client experience.
• Risk Management & Governance
  • Maintain strong awarenes...