Retirement Plan Strategy & Relationships Lead

Cetera Financial Group; Dallas (TX); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Inclusive health, dental, vision, and life insurance

20+ days of paid time off

401(k) Savings plan with company contribution

Paid parental leave

Health Savings Account options

Job summary

A leading financial services firm in Dallas is seeking a Strategic Relationship Manager to manage retirement plan clients through strategic direction and investment management. This role involves building strong relationships with clients, providing fiduciary guidance, and working with third-party partners. Candidates should possess a Bachelor's degree and have at least 5 years of experience in the industry. Competitive compensation includes a salary of $70,000 to $110,000 plus bonuses and comprehensive benefits.

Qualifications

• Minimum of 5 years’ experience in the financial services industry.
• Knowledge of IRS and DOL regulations relating to qualified retirement plans.
• Ability to work independently in a fast-paced environment.

Responsibilities

• Setting strategic direction for assigned retirement plans.
• Building relationships with plan decision makers.
• Providing fiduciary guidance to plan administrators.

Skills

Relationship management in financial services

Excellent written and verbal communication

Strong presentation skills

Problem-solving skills

Time management and organizational skills

Education

Bachelor’s degree in a relevant course of study

Tools

Microsoft Office Suite

Client Relationship Management (CRM) software

Job description

A leading financial services firm in Dallas is seeking a Strategic Relationship Manager to manage retirement plan clients through strategic direction and investment management. This role involves building strong relationships with clients, providing fiduciary guidance, and working with third-party partners. Candidates should possess a Bachelor's degree and have at least 5 years of experience in the industry. Competitive compensation includes a salary of $70,000 to $110,000 plus bonuses and comprehensive benefits.