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401K Relationship Manager

VirtualVocations
Cranston, Rhode Island, United States
Full-time

A company is looking for a Managing Director - 401K Relationship Manager.Key ResponsibilitiesServe as the primary contact for clients, managing and resolving issues while building strong relationshipsAnalyze clients' investment architecture and provide appropriate alternatives, facilitating investment review meetingsCoordinate internal resources to offer analysis and recommendations on plan design alternatives and regulatory issuesRequired QualificationsCollege degree preferred or equivalent work-related experience8+ years of Relationship Management or Client Service experience, preferably in the Retirement / 401K industryExperience with retirement plan record keeping and administrationMust obtain Series 7 & 63 licenses within 120 days of hireDemonstrated experience in building relationships with key client decision makers

18 hours ago
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