• Manage a portfolio of mid-size complex retirement plans, typically 20 to 30 plans, ensuring long-term retention and profitability. • Cultivate and deepen relationships with plan sponsors, advisors, and internal stakeholders to drive business growth. • Act as a trusted advisor by delivering strategic insights on plan design, investments, retirement readiness, and industry trends. • Lead periodic plan reviews, including participant education planning and regulatory updates. • Represent the participant communications strategy, integrating it into annual client plans. • Partner with sales teams to expand advisor relationships, develop new business, and grow existing accounts. • Work with client service teams to design and implement business planning deliverables. • Participate in new business finals presentations and site visits, building rapport and managing client expectations. • Identify and implement solutions that enhance overall satisfaction while maintaining the financial viability of client relationships. • Serve as the primary escalation point for complex client issues, ensuring swift and effective resolution. • Collaborate across internal teams to provide tailored, high-value solutions for clients. • Navigate organizational governance structures to advocate for client needs and business objectives. • Stay informed on market trends, competitive landscape, and regulatory changes. • Deliver client presentations on industry insights, plan performance, and legislative updates. • Manage client P&L, balancing revenue growth and operational efficiency. • Lead contract renewals, negotiations, and pricing strategies. • Identify opportunities to optimize plan efficiency and maximize revenue potential.