Client Manager - Retirement Plan Services

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk?

Oswald Companies seeks goal-driven professionals ready to take their career to the next level.

Job Summary

We are seeking a motivated and detail-oriented Client Manager to join our Retirement Plan Services team. This role is responsible for supporting Plan Sponsors with retirement plans under $5 million in assets, delivering exceptional client service and operational support. The Client Manager also partners with our Investment Specialist to provide analytical insights, including plan pricing benchmarking, plan design comparisons, and target date fund analysis. This position offers a unique opportunity to grow within a collaborative, client-focused environment and contribute to the financial wellness of our clients.

A Day in The Life

In this role, you’ll engage in a variety of activities that blend client service, investment analysis, and operational excellence:

Client Relationship Support

• Serve as the primary point of contact for assigned small-market Plan Sponsors.
• Facilitate onboarding of new clients and maintain ongoing communication to ensure satisfaction and retention.
• Coordinate client meetings, prepare agendas, and follow up on action items.
• Deliver annual service calendars and fiduciary review materials.

Investment & Benchmarking Support

• Collaborate with the Investment Specialist to:
• Generate plan pricing benchmarking reports using internal and external tools.
• Conduct plan design benchmarking to compare features across peer plans.
• Assist in target date fund analysis, including glide path comparisons and performance reviews.
• Prepare investment committee materials and presentations.

Operational & Administrative Duties

• Maintain accurate client records in CRM and reporting systems.
• Assist with compliance documentation and data gathering for plan reviews.
• Support internal process improvements and documentation efforts.
• All other duties as assigned.

What You’Ll Need

• Bachelor’s degree in Finance, Business, Economics, or a related field.
• 1–3 years of experience in financial services, retirement plans, or client service.
• Strong analytical skills and attention to detail.
• Excellent written and verbal communication skills.
• Proficiency in Excel, PowerPoint, and CRM systems.
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
• Preferred: FINRA Series 65 license or willingness to obtain within 90 days of hire.

Who You Are

• Resourceful and proactive in solving problems and supporting clients.
• Innovative and curious, with a desire to learn and grow.
• A team player who thrives in collaborative environments.
• Adaptable and resilient in managing shifting priorities.
• Results-driven and committed to delivering high-quality work.
• Inclusive and client-focused, with strong interpersonal skills.

Travel Expectations

• Moderate Travel (10–35%)
• Regular local and occasional overnight travel (up to 35%) may be required, including by car or air, depending on business needs.
• Travel may include visits to regional offices, client meetings, or industry events.

Physical and Environmental Demands

This role involves typical duties performed in an office environment. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Physical Requirements: Primarily sedentary work involving sitting, typing, and handling office equipment. Occasional walking, standing, and lifting up to 10 pounds may be required.
• Manual Dexterity & Vision: Requires sufficient manual dexterity and visual acuity for computer use, data analysis, and document preparation.
• Work Environment: Standard indoor office setting with moderate noise levels and climate control.

Work Schedule & Hours

Full-time hours: Core business hours of Monday through Friday from 8:00 AM to 5:00 PM and/or occasional weekend hours totaling 40 or more hours per week; no overtime payable.  (FLSA Status: Exempt)

(Note: job responsibilities and travel expectations at this level will often require the performance of job duties beyond the normal workweek schedule.)

Who Is Oswald?

Oswald is a 129-year-old company that creates a world of protection around the lives and businesses of our clients.

We are an independent, employee-owned company. So, essentially, you own your own success in a personally and financially rewarding opportunity.

Inclusivity is a priority. We foster an environment of collaboration and belonging where our Employee-Owners thrive on their unique path. Our diverse talent reflects the communities and clients we serve, while driving unmatched risk and insurance innovations.  

Our people-first culture and client service excellence have built our reputation of integrity, resourcefulness, and a relentless care for our clients and employees. Don’t believe us? Ask your friends, colleagues, and mentors about Oswald. There’s a reason Oswald has been named a Top Workplace for nine consecutive years.

What You’Ll Get...

At Oswald, you will have the opportunity to build a long-term career with unlimited growth potential. Aim high, work hard and we’ll help you achieve your goals. 

At Oswald, you will experience our caring work environment. We care about our Employee-Owners, we care about our customers, and we care about the world around us. Our caring personality comes to life in the form of volunteering in the community. We even give employees paid time off to volunteer with an organization of their choice.

At Oswald, you will achieve a work-life balance. We care about your physical and emotional well-being, so work-life balance is encouraged and practiced. We understand you have a life outside of work, and we want you to live it.

At Oswald, you will have access to a world-class Total Rewards package. We truly value our people, which shows in our compensation, benefits, and perks.

• In addition to competitive pay, we have designed a performance-based annual incentive program. All employees are eligible to earn a bonus by meeting performance objectives. 
• Comprehensive medical, dental and vision plans and numerous supplemental benefit offerings.
• Paid time off annually and a sabbatical at every 10-year service anniversary.
• Ownership in the company in the form of company stock (discretionary profit-sharing and 401(k) match contribution)
• Assistance with parking expenses, discount programs for area services/experiences, and financial support for professional development and licensure/designations
• Access to specialized leadership development programming designed to take your career to the next level.
• And so much more!

To learn more about Oswald, our culture and everything we have to offer, visit us on LinkedIn.

Oswald, a Unison Risk Advisors company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic.