Custom job description builder

Use this resource to help you build job descriptions for roles in your practice.
Check the boxes that apply to the job description you're building. When you're done enter your email and hit create to receive your custom job description in your inbox. 

Position title:
Client services
Serve as a primary contact to plan sponsor clients
Lead client and committee meetings and plan review presentations
Serve as a resource regarding investment and financial planning and plan design
Serve as a resource regarding ERISA compliance and governmental reporting
Develop a thorough understanding of client goals and develop client relationship plans
Promote client retention and identify opportunities to strengthen existing relationships
Maintain client documentation and ensure adherence to compliance policies and procedures
Act as first point of contact for client questions and disseminate client information
Be the voice of the client to keep our team informed and escalate potential issues
Onboard new clients and committee members
Provide prospecting support to sales team
Manage relationships with service providers
Identify potential opportunities to expand upon the existing client relationship
Sales and marketing
Develop annual marketing plan

Manage all marketing campaigns and event planning

Optimize business development practices and effectively implement sales and marketing strategies
Leverage strategic partnerships to identify new business opportunities and make client acquisitions
Develop and qualify prospects: Generate leads and convert to new clients
Grow and manage a quality pipeline
Develop proposals and RFPs and follow up with prospects
Conduct sales finalist presentations
Practice operations 
Develop and manage policies and procedures
Manage day-to-day activities of running the practice
Manage compliance activities 
Supervise and mentor staff
Provide operational and administrative support to advisors/principals
Maintain account records and prepare client correspondence
Recruit and retain staff hires 
Participant services
Develop educational communication strategies for clients                         
Organize and build presentations for participants
Facilitate group education sessions
Meet one-on-one with participants
Ensure presentations and communications with plan participants meet industry compliance and guidelines
Investments
Identify client needs and analyze investment options to propose investment solutions and resolve issues*
Conduct assessment allocation analysis to construct plan lineups and develop and maintain reporting*
Perform detailed analysis of investments and ensure compliance with guideline monitoring and risk management*
Serve as an investment subject matter expert
Serve as the primary point of contact for complex investment-related matters across the practice
Manage investment research function
Author thought-leadership insights
Maintain relationships with DCIOs
Manage the firm’s investment oversight and client fiduciary process*
* This is a fiduciary responsibility unless there's a client exemption.
Other 
Perform other job-related duties and special projects as assigned
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Questions?

Contact our Advisor Support Team at 800-952-3343, option 2.