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Client Relationship Manager – Group Retirement
PACE Consulting, LLC. Manage and service an assigned portfolio of Group Retirement Services clients .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing client relationships within Group Retirement Services, with a strong focus on compliance, governance documentation, and delivering educational presentations. Proficient in navigating regulatory requirements and enhancing client experience through effective communication and project management.
Highest-signal resume keywords
Client Relationship ManagementRegulatory ComplianceEducation Session DeliveryProject ManagementGovernance Documentation
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Capital Accumulation PlansDefined Benefit ExperienceWorkplace Retirement ProgramsRegulatory FilingsPlan Governance Documentation
Soft Skills
Detail-OrientedStrong CommunicationSound JudgmentOrganizational Skills
Tools & Technologies
Microsoft OfficeVirtual Presentation ToolsRecordkeeper Platforms
Certifications & Qualifications
Life Licence (LLQP)Retirement Plans Associate (RPA)Canadian Securities Course (CSC)
Industry Keywords
Group Retirement ServicesPension ConsultingInvestment ConceptsFinancial WellnessLegislative Developments
Tech Stack
Tools & technologiesRPA
About the role
Key responsibilities & impact- Manage and service an assigned portfolio of Group Retirement Services clients
- Build relationships with plan sponsors and key client contacts
- Coordinate plan reviews, investment updates, meetings, and ongoing service initiatives
- Respond to sponsor inquiries and provide proactive support
- Identify opportunities to enhance client experience, retention, and growth
- Prepare and deliver client presentations and communications
- Monitor legislative and regulatory developments affecting retirement and savings programs
- Prepare sponsor communications regarding legislative, regulatory, and governance updates
- Develop and maintain plan governance documentation
- Complete regulatory filings and compliance requirements, including Form 7s and AIRs
- Support plan sponsors with governance, compliance, and plan-related questions
- Coordinate new plan implementations with internal and external stakeholders
- Support implementation projects from onboarding through launch
- Review contracts, plan documentation, forms, and communications
- Provide input on plan structure and design
- Contribute to process improvement and team initiatives
- Develop and deliver member education sessions, presentations, webinars, and communications
- Customize educational materials for different audiences
- Respond to member inquiries by phone, email, virtually, and in person
- Assist members with enrolment, contributions, investment options, forms, tools, and plan features
- Help members navigate workplace retirement and savings programs within regulatory and advisory guidelines
- Collaborate with consultants, account managers, GRS and Benefits teams, providers, and stakeholders
- Support training and development of junior and new team members
- Stay current on retirement legislation, industry trends, and financial wellness best practices
Requirements
What you’ll need- 5+ years in a client-facing role, including at least 3 in group retirement, pension, or a related consulting environment
- Experience with capital accumulation plans (DC pension, group RRSP, TFSA, DPSP) strongly preferred
- Candidates with defined benefit experience will also be considered
- Post-secondary education in finance, business, human resources, or a related field, or equivalent experience
- Strong knowledge of workplace retirement and savings programs in Canada, including applicable legislation and regulatory filings
- Proven experience managing a portfolio of client relationships
- Experience delivering education sessions or presentations to employee groups, in person and virtually
- Life Licence (LLQP), or willingness to obtain within 6 months of hire
- Valid driver’s licence and access to a car
- Retirement Plans Associate (RPA) designation nice to have
- Canadian Securities Course (CSC) nice to have
- Strong project management and organizational skills
- Highly detail-oriented knowledge of governance documentation, regulatory filings, and plan communications
- Ability to explain complex retirement and investment concepts in plain, engaging language
- Sound judgment within regulatory and advisory boundaries
- Proficient in Microsoft Office, virtual presentation tools, and recordkeeper platforms
Benefits
Comp & perks- Hybrid work flexibility (2x/week in office)
- Paid time off between Christmas and New Year’s
- Employer-paid benefits
- RRSP matching
- Mental health programs
- Quarterly fun social events
- Ongoing professional development and growth support
- Collaborative consulting environment with exposure to a diverse client portfolio
- Opportunity to make a meaningful impact on members’ financial confidence and retirement readiness