Client Relationship Manager

Base Comm

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As a Client Relationship Manager you will be responsible for managing and strengthening relationships within a portfolio of Workplace Retirement clients. Acting as a trusted partner to plan sponsors advisors and key stakeholders you will deliver proactive service provide consultative support and help clients achieve their retirement plan objectives.

In this role you will build strong client relationships through regular engagement ongoing plan management and a deep understanding of client needs. You will support discussions related to plan design governance investments member engagement and service delivery while identifying opportunities to enhance client outcomes and support retention and growth objectives. Working closely with internal partners sales teams and leadership you will lead client initiatives address issues proactively and ensure a consistent high-quality client experience.

What you will do

• Manage and strengthen relationships within a portfolio of Workplace Retirement clients serving as the primary point of contact and trusted partner for plan sponsors advisors and consultants.
• Develop and execute client relationship strategies focused on retention client satisfaction growth and achievement of client objectives.
• Build and maintain strong relationships with key decision-makers including HR leaders Finance executives advisors consultants and Governance Committees.
• Lead client meetings and strategic discussions related to plan design governance investments legislative changes member experience and service delivery.
• Identify opportunities to enhance client outcomes increase member engagement grow plan assets and expand client relationships.
• Create and execute annual business plans aligned to client priorities and organizational objectives.
• Partner with Sales to support retention and growth opportunities through RFP responses and finalist presentations.
• Lead client projects and initiatives coordinating internal partners to deliver plan changes communications system enhancements and other client priorities.
• Act as the voice of the client internally by proactively managing issues advocating for client needs and ensuring a consistent high-quality client experience.
• Introduce and promote new products services and enhancements that provide value to clients and plan members.

What you will bring

• Minimum 5 years of experience in the financial services industry with a strong understanding of group retirement products clients and processes.
• Proven ability to build and maintain strong relationships with clients advisors and internal partners.
• Strong communication presentation negotiation and stakeholder management skills.
• Client-focused with strong business acumen and the ability to identify solutions aligned to client needs.
• Highly adaptable self-motivated and able to manage competing priorities in a fast-paced environment.
• Strong analytical problem-solving and decision-making skills.
• Experience supporting client retention growth initiatives and sales opportunities.
• Ability to work effectively both independently and collaboratively within a team environment.
• Post-secondary education in a related field; RPA designation (or willingness to obtain) and CEBS designation are considered assets.
• Valid drivers license and willingness to travel as required.

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The base salary for this position is between $59800 - $99700 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus commission etc). If you are selected to move forward in our recruitment process your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Grow with Canada Life

Wereunited by a shared purpose: to improve the financialphysicaland mental well-beingof Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

Werelooking for people who live our values everyday: we step up we do the right thing and we deliver for our customerscommunitiesand each you someone who always strives to do the right thing who steps up for themselves and others and who delivers with impact Then we want to hear from you!

What we offer:

Were committed to supporting our employees through every stage of their career. Heres what you can expect as a full-time or part-time permanent team member:

• Career Development: Opportunities for career advancement access to industry-leading learning programs and up to$2000 annuallytowardseducation reimbursement.

• Health & Wellness:Flexible health and dental benefitsplus a $5000 mental health benefit to support your well-being.

• Time Off:In addition to regular vacation andpersonal dayswe support communityinvolvement with avolunteer day.

• Financial Security:Company-matching pension planshare ownership program andadditionalinvestment options.

• Rewards and Recognition:Employee recognition programs service milestone celebrations employee discounts and more!
• Emphasis onCommunity:We provide aworkplace whereemployeesfeel connected and supported throughEmployee Resource Groups (ERGs)mentorshipprogramssocialclubsandevents.

Learn moreaboutCanada Life.

Werecommitted to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact. All information provided will be handledin accordance withapplicable laws and Canada Life policies.

Canada Lifewould like to thank all applicants however only those who qualify for an interview will be contacted.

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