Share Email Opening Title Senior Relationship Manager  EOE Statement As an Equal Opportunity / Affirmative Action Employer, HANYS actively seeks candidates who are female, minority, disabled and/or veterans and will not discriminate in its employment practices due to an applicant's race; color; creed; religion; sex (including pregnancy, childbirth or related medical conditions); sexual orientation; gender identity or expression; transgender status; age; national origin; marital status; citizenship; disability; criminal record; genetic information; predisposition or carrier status; status with respect to receiving public assistance; domestic violence victim status; status as a protected veteran; or any other characteristics protected under applicable law. HANYS will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.   Position Senior Relationship Manager   Division TruePlan Benefit and Retirement Advisors   Description The Healthcare Association of New York State (HANYS) is seeking a Senior Relationship Manager within TruePlan Benefit and Retirement Advisors (TruePlan) division. TruePlan is an industry leader in employee benefits and retirement plan consulting. TruePlan delivers tangible business results to finance and human resource leaders, enabling them to enhance plan offerings while remaining competitive and reducing overall plan costs. Reporting to the President, TruePlan this position will be responsible for consulting clients and managing all aspects of the client relationship for assigned retirement plan clients. While the incumbent will be expected to travel throughout Eastern NY and to our office in Rensselaer, NY on a regular basis, a remote working environment would be considered within New York State or a neighboring states. The salary for this position is between $120,000 and $130,000 annually in addition to an annual incentive of up to 10% based on certain performance metrics. Key responsibilities include but are not limited to: Build and maintain relationships with C-Suite, retirement plan committee and board members, and engage them in discussion on their business needs and related activity. Lead consulting projects as appropriate for clients, including those on fiduciary practices, compliance analysis, benchmarking, plan design modeling, and vendor RFPs and RFIs. Research and evaluate newly passed legislation and regulations to determine the impact on clients' retirement plans. Partners with client's attorney as necessary to help review and resolve compliance issues. Maintain a strong and trusting relationship with clients to ensure we are providing superior customer service. Ensure client satisfaction through periodic client meetings as well as discussions on service levels, investments, plan utilization, product offerings and plan design. Deliver fiduciary education to assigned clients as warranted. Responsible for client retention. Resolve administrative problems arising between and among participants and/or vendor. Coordinate all transition activities with client, selected vendor, and other staff to assure a smooth and efficient transition for newly acquired clients. In coordination with client, develops annual communication and education plan to achieve overall retirement plan goals of participation and retirement readiness. Assist in sales presentations with Sales & Marketing team, as necessary. Maintain licenses in a current and proper status through Continuing Education training courses, seminars, and conferences, as scheduled, to meet FINRA and NYS Insurance Department requirements. Engage client in discussions on their business needs and related activity in order to determine if other TruePlan Services products and services may be appropriate and then makes proper referrals to TruePlan Sales staff. Qualifications: Bachelor's degree and 7+ years of retirement plan advisory experience (particularly with C-Suite level) required. An equivalent combination of education and experience sufficient to satisfactorily perform the duties of the job may be substituted. New York State Life and Health license and FINRA 6 & 63, 65 required or obtained within three months post hire. Maintain cutting edge body of knowledge in the areas of plan design, regulatory, industry trends and investments. Must be proficient in Microsoft Office (Outlook, Work, Excel, and PowerPoint). Must be detail-oriented and possess superior analytical, oral, and written communication skills. Must be able to present complex topics in a clear, concise, and understandable manner. Travel as required (at least 25%) Working from TruePlan's office located at Rensselaer, NY is preferred however a remote work may be considered.   Position Requirements   About the Organization HANYS is the only statewide hospital and continuing care association in New York. We are located near Albany and represent 500 not-for-profit and public hospitals, nursing homes, and other healthcare organizations. Our members are not only the largest providers of inpatient and outpatient care, and essential providers of primary care, they are among the largest employers in many communities. We harness the power of a unified statewide membership and collaborate with regional, state, and national associations. HANYS advocates before Congress, the Governor's office, the State Legislature, and state and federal agencies. We also provide education, data analytics, quality improvement initiatives, and operational assistance to help our members navigate the complexities of healthcare reform, and achieve the 'Triple Aim' of better care, better health, and lower costs.   This position is currently not accepting applications. To search for an open position, please go to http://HANYS.appone.com WE ALSO RECOMMEND Other Jobs Within Same Category -- None found -- Other Jobs Within 60 Miles Contract Management Coordinator in Rensselaer, NY Posted on: 4/24/2024 [Apply Now] Technical Support Specialist in Rensselaer, NY Posted on: 3/8/2024 [Apply Now] Follow us See who works here:

 

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