A company is looking for an Internal Client Relationship Manager-Retirement.Key Responsibilities : Form, maintain, and strengthen relationships with key clients, distribution partners, and TPAsDevelop and manage business plans to strengthen client and advisor relationshipsDesign participant education campaigns to drive increased participation and contribution ratesRequired Qualifications : Minimum of 4 years experience in the financial services industry or 2 years within the defined contribution marketplaceFINRA series 6 required;
must obtain series 63 and State insurance license within 90 daysDemonstrate knowledge of defined contribution financial products and servicesClient management experience with knowledge of plan design features for 401(k) and non-qualified, ERISA plans, legal and regulatory framework, industry trends preferredBachelor's degree preferred or equivalent work experience
Internal Client Relationship Manager-Retirement
A company is looking for an Internal Client Relationship Manager-Retirement. Key Responsibilities:Form, maintain, and strengthen relationships with key clients, distribution partners, and TPAsDevelop and manage business plans to strengthen client and advisor relationshipsDesign participant education...
Relationship Manager - TPA Customer Care (Retirement Solutions)
You will serve as a strategic partner, offering innovative and tailored solutions to meet our clients' business objectives such as retention, growth, and retirement readiness. TPA Customer Care area, you will play a pivotal role in developing and nurturing deep relationships with advisors, unbundled...
Client Relationship Manager
A company is looking for a Client Relationship Manager to support client relationships and 401(k) plan administration. ...
Relationship Manager (Retirement Solutions)
Retirement area, you will play a pivotal role in developing and nurturing deep relationships with advisors, plan sponsors, and third-party administrators operating within our 10M - 200M market segment in our. You will serve as a strategic partner, offering innovative and tailored solutions to meet o...
Operations Relationship Manager - Individual Retirement Team
A company is looking for an Operations Relationship Manager for the Individual Retirement Team. ...
Client Relationship Manager I-Building Commissioning
The Client Relationship Manager I holds responsibility for the overall relationship with identified clients and successful delivery of client’s projects. Looking for a Client Relationship Manager I-Building Commissioning. Serves as the principal level relationship and trusted advisor with clients fo...
Relationship Manager - TPA Customer Care (Retirement Solutions)
You will serve as a strategic partner, offering innovative and tailored solutions to meet our clients' business objectives such as retention, growth, and retirement readiness. TPA Customer Care area, you will play a pivotal role in developing and nurturing deep relationships with advisors, unbundled...
Military Recruiters and Client Relationship Managers - Veterans Wanted
Military Recruiters and Client Relationship Managers We are actively recruiting Military Recruiters and Client Relationship Managers to join our Hire Military Talent team. In the Client Relationship Manager position, you will reach out to clients and client prospects and see how we can assist them w...
Client Relationship Consultant - Retirement
With direct or general supervision, The Client Relationship Consultant - ABA Retirement Funds (CRS-ABARF) builds, maintains, and enhances relationships with existing law firm clients. Overall responsibility for client relationships and client retention. The Client Relationship Consultant ensures sat...
Relationship Manager (Retirement Solutions)
Retirement area, you will play a pivotal role in developing and nurturing deep relationships with advisors, plan sponsors, and third-party administrators operating within our 10M - 200M market segment in our. You will serve as a strategic partner, offering innovative and tailored solutions to meet o...