primary contact for the client and works in a team structure which is collectively responsible for managing, educating, resolving client issues, building relationships and meeting the needs of Plan Sponsors and Advisors
sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the client relationship
acts as the client’s 'trusted advisor'
builds client relationship to highest level of decision makers
plans and conducts effective in-person and/or phone meetings
identifies key drivers and maintains consistent formal/informal contact with key client decision makers

College degree preferred or equivalent work-related experience
Series 7 and 63 required
8 plus years of Relationship Management or Client Service experience; preferably within Retirement/401K industry
retirement plan record keeping and administration experience
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

comprehensive health care coverage and emotional well-being support
market-leading retirement
generous paid time off and parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

Managing Director – 401K Relationship Manager

Key skills