Autonomy-Driven Retirement Plan Relationship Manager

Odyssey Financial Group; Oklahoma City (OK); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Health insurance

PTO and flexibility

Bonus opportunities

Job summary

Odyssey Financial Group is looking for a motivated Retirement Plan Relationship Manager in Oklahoma City to lead our retirement plan practice. This role involves managing client relationships, conducting educational meetings, and providing exceptional client support.

The ideal candidate will have 7+ years of experience in the retirement plan industry and strong interpersonal skills. The role offers competitive compensation, health insurance, and opportunities for career growth in a relationship-focused environment.

Qualifications

• 7+ years of experience within the retirement plan industry or related field.
• Experience building and maintaining client relationships preferred.
• Highly organized with exceptional follow-through.

Responsibilities

• Lead participant enrollments and education meetings.
• Conduct financial wellness presentations and group education sessions.
• Maintain strong relationships with retirement plan clients.

Skills

Securities licensed (Series 6 or Series 7)

Strong communication and presentation skills

Relationship-oriented with strong interpersonal skills

Independent thinker with a proactive mindset

Technology proficiency

Job description

Odyssey Financial Group is looking for a motivated Retirement Plan Relationship Manager in Oklahoma City to lead our retirement plan practice. This role involves managing client relationships, conducting educational meetings, and providing exceptional client support.

The ideal candidate will have 7+ years of experience in the retirement plan industry and strong interpersonal skills. The role offers competitive compensation, health insurance, and opportunities for career growth in a relationship-focused environment.