A company is looking for a Managing Director, 401K Relationship Manager.Key ResponsibilitiesServe as the primary contact for clients, managing relationships and addressing their needsFacilitate discussions on legal, regulatory, and design issues related to retirement plansAnalyze clients' investment architecture and provide strategic recommendationsRequired QualificationsCollege degree preferred or equivalent work-related experience8+ years of Relationship Management or Client Service experience, preferably in the Retirement / 401K industryExperience in retirement plan record keeping and administrationSeries 7 & 63 must be obtained within 120 days of hireProven experience building relationships with key decision-makers
Managing Director 401K Relationship Manager
A company is looking for a Managing Director, 401K Relationship Manager. ...
Senior Relationship Manager - Director - Managing Director
As the Senior Relationship Manager, you will be a primary point of contact for clients to access the entire suite of wealth management capabilities and solutions offered by Deutsche Bank Wealth Management. Deutsche Bank’s Wealth Management business is one of the largest wealth managers worldwide and...
Senior Relationship Manager - Director - Managing Director
Family and Medical Leave Act ; Employee Polygraph Protection Act and Pay Transparency Nondiscrimination Provision ....
Relationship Manager, LatAm - Director
Extensive experience as Relationship Manager in a Private Bank covering LATAM clients. Design and implement a marketing strategy aimed at growing current Private Banking relationships as well as cultivating new business. Cultivate client relationships and proactively find solutions to meet client fi...
Relationship Manager, LatAm - Director
Family and Medical Leave Act ; Employee Polygraph Protection Act and Pay Transparency Nondiscrimination Provision ....
U.S. Private Bank – Market Manager – Managing Director
As a Market Manager you will promote team success by leading and acting as a role model to drive sales to meet ambitious revenue goals. In addition to maximizing integrated team partnership by sharing best practices, you will also lead the team in the attainment of market share by deepening client r...
Remote Account Executive / Sales (Work from home)
Remote position (Work from home). Previous experience in customer service or sales is a plus. Comfortable working remotely and independently. Industry-leading resources and technology. ...
Director of Strategic Operations
A company is looking for a Director of Strategic Operations. ...
Work From Home Equity/Option Trader
Experience with Java is a plus but not required. Here, you're not just another trader; you're part of a global family striving for financial excellence. Maverick Trading, a 26-year old proprietary trading firm, is looking to hire experienced (5+ years) and entry-level (1+ years) equity and option tr...
Customer Service Representative - State Farm Agent Team Member
Establish customer relationships and follow up with customers, as needed. Provide prompt, accurate, and friendly customer service. Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer needs, and marke...