Compass Financial Partners, A Marsh & McLennan Agency LLC Company

Director, Relationship Management

Our not-so-secret sauce.

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drives our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Director, Relationship Management at Compass Financial Partners, A Marsh & McLennan Agency LLC Company.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC).

A day in the life.

As our Director, Relationship Management, you’ll assume a consultative role, responsible for relationships with Corporate Retirement Plan Sponsors and Third Party Administrators (TPAs), providing service, plan design education and recordkeeper/TPA liaison support. You will manage a book of business focusing on understanding and responding to client needs; anticipating issues, proactively provide solutions with the goal of overall client satisfaction, retention and relationship expansion. You will serve as a Business Development Consultant focusing on the growth and development of a profitable book of business, which includes the assessment and recommendation of appropriate services and solutions, retention and new client production.

Our future colleague.

We’d love to meet you if your professional track record includes these skills:

Bachelor’s DegreeSeries 65 registration or a combination of the Series 7 and Series 66 registrations required and relevant industry designations preferredPrior relationship/client service management experience requiredA student of the industry with demonstrated confidence of topical knowledge, demonstrated knowledge of defined contribution financial products and servicesKnowledge of plan design features for 401(k) and non-qualified, ERISA plans, legal and regulatory framework, industry trends preferred

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.

Some benefits included in this role are:

Generous time off, including personal and volunteeringTuition reimbursement and professional development opportunitiesHybrid workCharitable contribution match programsStock purchase opportunities

To learn more about a career at MMA, check us out our website or flip through recruiting brochure.

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Who you are is who we are.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

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