About the role

  • Build, maintain, and grow client relationships
  • Collaborate with internal teams to resolve client problems
  • Develop a customer-centric relationship management strategy
  • Conduct external business planning and service reviews

Requirements

  • 8+ years of Relationship Management or Client Service experience
  • Series 7 and 63 licensing within the first 3 months
  • Experience with Health and Welfare, Defined Benefits and Stock Plan Services is helpful
  • Strong organizational and negotiation skills

Benefits

  • Health insurance
  • 401(k) matching
  • Flexible work hours
  • Paid time off

Job title

VP, Managing Director – 401K Relationship Manager

Job type

Experience level

Lead

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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