Senior Category Director responsible for optimizing procurement and supplier management in Technology at Truist. Leading a team in strategic sourcing, contract negotiation, and risk management.
IA
Hybrid Director – Client Relations, Group Savings and Retirement
Posted last month
About the role
- Directeur(trice) gérant les relations clients pour l'épargne et retraite collectives chez iA Financial Group. Établir des relations, former les clients et soutenir le développement des affaires.
Responsibilities
- Serve as the dedicated client contact by establishing, developing and maintaining value-based relationships with plan sponsors
- Participate in pension committee meetings, annual meetings and meetings with client staff
- Deliver in-depth training on products, tools and services to support effective management of group savings and retirement plans
- Understand client needs and propose tailored solutions while respecting service standards and capabilities
- Collaborate with the financial education team to develop communication plans aimed at increasing participant enrollment and engagement
- Proactively inform clients of changes that may affect their plan (products, services, legislative or other aspects)
- Support business development by collaborating with the sales team and participating in the preparation and presentation of finalist proposals
- Contribute to the evolution of service strategies and models
- Actively participate in team life by sharing best practices and industry knowledge
Requirements
- Holds a university degree (BA)
- Minimum of 5 years’ experience in financial services, financial planning or customer service
- Strong knowledge of pension plans and solid technical skills
- Demonstrates excellent communication and presentation skills
- Excellent organizational skills, autonomy and team spirit
- Comfortable in a dynamic environment and able to work under pressure
- Experience managing client relationships and working with internal and external partners
- Proficient in Microsoft Office, including PowerPoint
- Holds a group savings and retirement insurance license from the Autorité des marchés financiers (AMF)
- Understanding of and experience with Lean philosophy (A3, Kaizen, DMS)
- Advanced level of English
Benefits
- A healthy, inclusive and supportive work environment
- Hybrid work model that supports flexibility
- Flexible group insurance
- Retirement plan
- Employee share purchase plan
- Vacation and wellness days
- Telemedicine
- Employee and Family Assistance Program
- Ergonomic furniture
- Performance bonuses
- Product discounts
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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