Senior Retirement Plan Relationship Lead

Nationwide; United States; Remote; USD 104,000 - 194,000; Full time

Benefits offered by this job

Medical/dental/vision

401(k) with company match

Pension plan

Paid time off

Job summary

Qualifications

• 5 years in the financial services industry with retirement plan experience.
• Experience managing relationships with plan sponsors and advisor/consultants.
• Licenses/registrations required with timeframes; designations encouraged.

Responsibilities

• Manage strategic accounts, plan sponsors, and advisor relationships.
• Lead the integrated service team to grow and retain key relationships.
• Conduct annual to quarterly committee meetings on plan health and enhancements.
• Partner to increase profitability through plan products and services.
• Oversee onboarding and transition with implementation teams.
• Drive client engagement and retirement readiness for plan participants.

Skills

Relationship management

Strategic account management

Communication

Presentation skills

Travel readiness

Education

Undergraduate studies in business or finance

FINRA 6, 63, 65 (or 7/66) licensing

Job description