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About Legacy Planning

Legacy Planning Partners, a HUB International company, is an independent financial planning services company with 3 locations in Southeastern, PA. Legacy Planning is growing and looking to hire a Client Relationship Manager to the Retirement Plans team in the Blue Bell, PA location. Our mission is to make a significant impact in the lives of our clients, their families, and their communities through comprehensive and strategic financial planning.

Position Overview

The Client Relationship Manager (CRM) plays a pivotal role in delivering an exceptional retirement plan experience for our clients. This position focuses on proactive client service, strategic plan design, and expert guidance on qualified plan administration. The CRM builds and maintains trusted relationships with plan sponsors, advisors, and partners—serving as their go-to resource for compliance, operations, and plan performance.

Key Responsibilities:

Client Service & Relationship Management

+ Serve as the primary point of contact for retirement plan clients, ensuring responsive and proactive communication.

+ Build and maintain strong, consultative relationships with plan sponsors and advisors.

+ Lead client plan review meetings, delivering insights on plan performance, design improvements, and compliance matters.

+ Anticipate client needs and coordinate timely solutions across internal and external partners.

Plan Design & Administration

+ Support the senior advisor with plan design strategies that align with business goals and regulatory requirements.

+ Monitor and communicate legislative and regulatory updates that may affect plan operations or design.

+ Manage plan amendments, mergers, and coverage or benefit structure changes.

+ Collaborate with internal and external experts to address testing corrections, allocation enhancements, and compliance matters.

+ Support audit preparation and ensure all required documentation and communications are completed accurately and efficiently.

Business Change & Compliance Support

+ Guide clients through organizational changes, including mergers and acquisitions, ensuring smooth transitions.

+ Provide consulting on testing, failures, and compliance corrections.

+ Partner with service providers to ensure ongoing plan compliance and operational integrity.

Internal Operations & Team Collaboration

+ Contribute to revenue goals through retention, cross-servicing, and client satisfaction.

+ Collaborate with internal operations to ensure service excellence and process consistency.

Qualifications:

Education & Experience

+ Bachelor’s degree in Business, Finance, Accounting, or related field (or equivalent experience).

+ Minimum 5 years of experience in retirement plan administration, client servicing, or related financial services.

+ Comprehensive understanding of ERISA, DOL regulations, and qualified plan design principles.

Licensing & Credentials

+ FINRA Series 6, 63, or 65/66 preferred.

+ QKC, QKA, QPA, PPC, AIF, QPFC, NQPC or other industry designations a plus.

Skills & Competencies

+ Exceptional client relationship and communication skills.

+ Strong analytical, organizational, and problem-solving abilities.

+ Ability to manage multiple priorities in a fast-paced, detail-oriented environment.

+ Proficiency in Microsoft Office Suite and retirement plan recordkeeping systems.

+ High level of professionalism, integrity, and commitment to client success.

Compensation & Benefits

+ Competitive salary commensurate with experience.

+ Performance-based incentives.

+ This position is a full-time salaried position with company provided benefits and paid time off. Experience and education will be considered when offering compensation.

Department Account Management & Service

Required Experience: 5-7 years of relevant experience

Required Travel: Negligible

Required Education: Bachelor's degree (4-year degree)

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

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