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Senior Compliance Client Service Manager
This job is available in 3 locations
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Category
Consulting
Job Id
R_361418
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Summary
The Senior Compliance Client Service Manager at Compass Financial Partners, a division of MMA Securities LLC, is responsible for delivering exceptional client service to institutional clients, particularly in retirement plan compliance. The role includes supporting both routine and complex plan design, providing technical consultation, and collaborating with internal legal and compliance teams. Candidates must have a bachelor's degree, at least 10 years of client service management experience, and prior ERISA compliance experience. The position requires strong knowledge of defined contribution financial products and services, as well as the ability to analyse benefit formula changes and support sales and growth initiatives. Preferred qualifications include industry designations such as QKA, QKC, ERPA, QPA, or TGPC. The role offers a hybrid work environment and opportunities for professional development.
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