Regional Account Manager responsible for driving sales growth and managing dealers for Jacuzzi in northern US states. Focusing on promoting and selling wellness products like hot tubs and saunas.
SF
Hybrid Director, Managing Director – 401K Relationship Manager
Posted last month
About the role
- Managing Director overseeing client relationships and service delivery in retirement/401K industry. Collaborating with teams to manage and resolve client issues, ensuring satisfaction and compliance.
Responsibilities
- The Managing Director (MD) is entrusted with a book of business of defined contribution.
- Primary contact for the client and works in a team structure.
- Responsible for managing, educating, resolving client issues, building relationships and meeting the needs of Plan Sponsors.
- Sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the client relationship.
- Acts as the client’s 'trusted advisor'.
- Planning and conducting effective in-person and/or phone meetings.
- Makes thorough plans and preparations for client meetings.
- Consults with clients on qualified and potentially nonqualified plan design alternatives.
Requirements
- College degree preferred or equivalent work-related experience.
- Series 7 & 63 required.
- 8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industry.
- Your retirement plan record keeping and administration experience.
- Your relationship management experience.
- Excellent verbal and written communication skills.
- Excellent organization and time management skills and attention to detail.
- Demonstrated problem-solving skills.
- Effective presentation skills, influence and negotiation skills.
Benefits
- Health insurance
- Retirement plans
- Flexible work arrangements
- Professional development opportunities
- Paid time off
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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