A Manager of Retirement Services Operations & Sales Support leads a team that builds infrastructure (tools, processes) to empower Retirement Client Advisors, ensuring smooth operations, efficient client service, and strategic sales growth by bridging sales/marketing, managing sales tech (CRM), analyzing performance, and driving adoption of Retirement advisory products, ultimately boosting revenue, client satisfaction, and retention.
How you will spend your time:
- Serve as a lead technical resource for advisors, collaborating with them to resolve complex client matters and ensure high-quality service delivery.
- Oversee day-to-day operations, monitor service levels, produce reports, and streamline internal processes to enhance efficiency and client satisfaction, handle escalated issues, and manage client and participant engagement strategies.
- Develop sales support strategies, drive operational initiatives, and contribute to budget/strategic planning, aligning support with firm goals.
- Provide resources, tools (CRM), training, and materials (proposals, presentations) to sales teams for efficiency.
- Act as a key liaison for complex inquiries from plan sponsors, brokers/agents, and financial partners, ensuring timely and professional communication.
- Design, implement, and sales support sales processes, systems (like Salesforce), and technology, ensuring data accuracy.
- Creates accurate, timely reports on client portfolios, analyzing performance/risk, ensuring data accuracy from various recordkeeping partners, collaborating with investment teams to explain financial data to clients, focusing on accuracy, quarterly deadlines, data integrity, and client communication
- Work closely with Commercial, Institutional, and Wealth Sales, Marketing, Product, Technology, and Operations teams to ensure alignment and support adoption of retirement products and services.
- Serve as the voice of the client, build strategic partnerships with TPA/recordkeeping/custodial partners, monitor market trends, and drive adoption of advisory solutions.
- Oversee billing operations for Retirement Plan Services, processes (invoicing, claims, A/R), and ensure compliance and efficiency to maximize revenue.
- Ensure all business activities effectively identify, measure, monitor, and control risks in accordance with company policies and procedures.
We’re excited to talk to you if:
- 10+ years of progressive experience in the Retirement Plan Industry OR any combination of education and experience that would provide an equivalent background.
- 3 years' supervisory experience.
- Deep understanding of retirement sales and services operations, sales cycles, and CRM systems (e.g., Salesforce).
- Strategically oriented with exceptional organization and prioritization skills with the ability to multitask.
- Strong leadership, interpersonal skills, and strong project management skills with the ability to independently manage and structure complex programs and project objectives in a matrixed organization with multiple work streams.
- Bachelor's degree or equivalent combination of education and work experience.
- Analytical skills for data interpretation and problem-solving.
- Expert knowledge of Microsoft Excel and proficiency in other Microsoft Office applications.
- Demonstrated ability to actively listen to others and effectively articulate and translate ideas, terms, and concepts for the position's specialized business line.
- Ability to maintain a high level of confidentiality in the performance of responsibilities.
- Accredited Investment Fiduciary (AIF) or similar fiduciary designations (preferred).
- ASPPA certifications (QKA, QPA) or CEBS designations (preferred).
Compensation Range:
$69,230.00 - $149,000.00
The posted compensation range on this listing represents UMB’s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information.
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
Are you ready to be part of something more?
You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
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