Managing Director 401K Relationship Manager

VirtualVocations
Coral Gables, Florida, United States
Full-time

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

11 hours ago
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