5 client manager jobs found in Colorado Springs, CO

Job Title: Client Service Manager FLSA: Exempt Job Family: Affiliates Department: Brotherhood Retirement Location: On-site (Colorado Springs, CO)   POSITION SUMMARY The Client Relations Manager is a leadership role within Brotherhood Retirement responsible for overseeing the daily operations and performance of the Client Relations function. This role ensures consistent, accurate, and timely service delivery to retirement plan participants and plan sponsors while maintaining strong coordination with advisory, operations, and leadership teams. The Client Relations Manager leads and supports a team responsible for processing participant and sponsor service requests, managing workflows, and upholding firm standards for communication, responsiveness, and professionalism. This position also serves as a key liaison between the Client Relations team and firm leadership, helping translate organizational priorities into effective execution and a high-quality client...

Job Title: Operations Manager - Brotherhood Retirement FLSA: Exempt Job Family: Affiliates Department: Brotherhood Retirement Location: On-site (Colorado Springs, Colorado)   POSITION SUMMARY The Operations Manager is a key leadership role within Brotherhood Retirement’s home office team, responsible for ensuring the firm operates efficiently, consistently, and in alignment with its mission and values. This role supports the firm’s vision by overseeing day-to-day operational processes and internal workflows, while partnering closely with the Retirement Plan and Private Wealth teams to drive firm-wide alignment and scalability. The Operations Manager also plays a central role in departmental onboarding, training, and supporting team members to ensure a high standard of excellence across the organization. This position requires a proactive, self-directed leader who takes ownership of responsibilities and follows through with precision. The ideal candidate...

Job Title: Client Service Specialist FLSA: Non-Exempt Job Family: Affiliates Department: Brotherhood Retirement Location: On-site (Colorado Springs, CO)   POSITION SUMMARY The Client Service Specialist plays a key role in delivering a high-quality service experience to retirement plan participants and plan sponsors. Reporting to the Client Service Manager, this position is responsible for responding to client inquiries, processing service requests, and supporting day-today retirement plan operations with accuracy, professionalism, and care. The Client Service Specialist serves as a primary point of contact for routine participant and sponsor needs, while also assisting with more complex service issues in coordination with senior team members. This role requires strong attention to detail, a client-first mindset, and the ability to navigate retirement plan processes in a regulated environment. Success in this position supports client satisfaction, operational...

Job Title: Retirement Plan Consultant - Brotherhood Retirement FLSA: Exempt Job Family: Affiliates Department: Brotherhood Retirement Location: On-site (Colorado Springs, CO)   POSITION SUMMARY The Retirement Plan Consultant serves as a key member of the retirement advisory team, supporting the firm’s mission by delivering investment oversight, fiduciary guidance, and operational execution for retirement plans. This role combines investment due diligence, committee meeting participation, sponsor relationship management, and coordination of plan deliverables. The Consultant works closely with the firm’s Investment Committee, TPAs, recordkeepers, and internal teams to ensure plans are monitored prudently and serviced with excellence. This position requires a proactive and detail-oriented professional who can independently manage client relationships, maintain high documentation standards, and effectively communicate complex investment concepts to plan...

Job Title: Financial Client Advisor - Brotherhood Retirement FLSA: Exempt Job Family: Affiliates Department: Brotherhood Retirement Location: On-site (Colorado Springs, CO)   POSITION SUMMARY The Financial Advisor – Client Service is responsible for delivering high-quality advisory support and ongoing service to retirement plan clients, plan participants, and associated private wealth relationships. This role focuses on deepening existing client relationships, providing responsive plan-level and participant-level guidance, and supporting incoming church retirement plans through a consultative, service-oriented approach. In addition to servicing retirement plans and participants, this role has the opportunity to build and manage a personal book of private wealth clients, primarily through relationships developed with church leaders, pastors, and plan participants. The Financial Advisor – Client Service serves as a trusted advisor who balances service...