About the Role
You will build, maintain, and grow relationships with institutional clients and their employee-benefit decision makers. You will lead internal service partners, develop account strategies, conduct planning reviews, advise on benefit plans, lead pricing discussions, and resolve complex client issues.
Requirements
- FINRA Series 7 license
- FINRA Series 63 license
- 8+ years of relationship management or client service experience
- Retirement or 401K industry experience
- Relationship management
- Strategic planning
- Plan design knowledge
- Presentation skills
- Negotiation skills
- Pricing knowledge
Responsibilities
- Build and grow relationships with institutional clients
- Lead internal service associates and business partners
- Develop relationship management strategies and business plans
- Conduct strategic planning and service review meetings
- Position benefits products and solutions for client needs
- Facilitate discussions on legal, regulatory, and plan design issues
- Build long-term relationships with consultants and advisors
- Lead internal problem resolution
- Lead pricing and fee discussions
- Provide information on fiduciary duties and participant communication strategies
- Resolve complex client issues
Benefits
- Comprehensive health care coverage
- Emotional well-being support
- Retirement benefits
- Paid time off
- Parental leave
- Charitable giving employee match program
- Student loan repayment
- Tuition reimbursement
- Learning resources