Group Retirement Client Relationship Manager

Manage Group Retirement Services clients at PACE while applying GRS knowledge, plan governance expertise, and strong presentation skills. This hybrid position includes two office days weekly.The Client Relationship Manager serves an assigned portfolio of GRS clients and plan members. Approximately 70% covers relationship management, governance, compliance, implementations, and ongoing service delivery. The remaining 30% supports PACE’s Retirement and Financial Wellness initiative through education and member assistance.Key Responsibilities:
Manage assigned GRS client portfolios and sponsor relationshipsCoordinate plan reviews, investment updates, meetings, and service initiativesComplete governance documentation, regulatory filings, and compliance requirementsCoordinate implementations from onboarding through launchDeliver retirement education sessions, webinars, and member supportRequirements:
Five or more years in client-facing rolesAt least three years in group retirement or related consultingKnowledge of Canadian workplace retirement legislation and filingsPresentation experience with employee groups, virtually and in personLife Licence or willingness to obtain within six monthsBring client portfolio management, retirement education, and governance capabilities to PACE’s Group Retirement Services team.
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