Contributing to the development and maintenance of business relationships with strategic Group Retirement Savings clients, and ensuring the development, implementation, and follow-up of action plans for these clients
Driving results by promoting solutions and service offerings in line with the business unit’s objectives and strategies
Analyzing client needs, proposing, designing, and implementing customized solutions to help strategic clients achieve their goals
Working on complex initiatives that require in-depth knowledge of your field of expertise
Collecting and analyzing data, writing results-oriented reports, and preparing recommendations
Developing and delivering presentations on products and services to promote plans to pension committees and at clients’ annual general meetings
Managing complex plan implementations and modifications, and maintaining communication between internal t...