04/21/2026
The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations. We pride ourselves in being a high touch organization that is highly competent, proactive, and responsive. Due to our continued growth, the Retirement Plan Consulting division currently has an opening for a Client Manager. This role would be assisting with departmental objectives while maintaining relationships with key retirement plan sponsors (governmental and 401k) with a focus on client satisfaction and retention. PRIMARY RESPONSIBILITIES: Provide advice and support to plan fiduciaries via committee meetings in the areas of investment selection, plan provisions, and strategic recommendations to improve the plan. Respond promptly to client inquiries and troubleshoot in conjunction with the Provider, TPA, DCIO, or other subject matter experts Conduct participant education...
The Baldwin Group
Irvine, CA
Full Time
