Relationship Manager, 401(k) & Wealth Plans (Remote)

Dev; Baltimore (MD); On-site; USD 90,500 - 127,850; Full time

Benefits offered by this job

Medical, dental, vision and life insurance

401(k) plan with company matching

Tuition reimbursement up to $5,250/year

Generous paid time off

Paid volunteer time

Leave of absence programs

Job summary

A notable financial services company is seeking a Relationship Manager in Baltimore, Maryland. The role involves overseeing client relationships, managing small plans, and ensuring client retention. Candidates should have a Bachelor's degree and 4-7 years of financial services experience. This position offers workplace flexibility, including remote work options, and a competitive salary range from $90,500 to $127,850. Benefits include medical, dental, and a 401(k) plan with company matching contributions.

Qualifications

• 4-7 years of financial services experience required.
• FINRA 6 & 63 registrations required within corporate-established timelines.
• FINRA fingerprinting required.

Responsibilities

• Provide relationship management and oversee 85 small plans.
• Responsible for client retention and growing existing plans.
• Manage client relationships including educational strategies and plan reviews.
• Assist the sales team in developing new business.

Skills

Financial services experience

Presentation skills

Investment knowledge

Ability to travel

Education

Bachelor’s Degree in Business or related discipline

Job description

A notable financial services company is seeking a Relationship Manager in Baltimore, Maryland. The role involves overseeing client relationships, managing small plans, and ensuring client retention. Candidates should have a Bachelor's degree and 4-7 years of financial services experience. This position offers workplace flexibility, including remote work options, and a competitive salary range from $90,500 to $127,850. Benefits include medical, dental, and a 401(k) plan with company matching contributions.