Managing Director – 401K Relationship Manager

Account ManagerSalesFull TimeRemoteLeadTeam 201-500Since 2008H1B No SponsorCompany SiteLinkedIn

Location

California + 4 moreAll locations: California | Colorado | New Mexico | Texas | Utah

Posted

1 day ago

Salary

$79K - $153K / year

Seniority

Lead

Bachelor Degree8 yrs expEnglish

Job Description

Managing Director – 401K Relationship Manager

skillventory - A Leading Talent Research Firm

• primary contact for the client and works in a team structure which is collectively responsible for managing, educating, resolving client issues, building relationships and meeting the needs of Plan Sponsors and Advisors • sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the client relationship • acts as the client’s 'trusted advisor' • builds client relationship to highest level of decision makers • plans and conducts effective in-person and/or phone meetings • identifies key drivers and maintains consistent formal/informal contact with key client decision makers

Job Requirements

  • College degree preferred or equivalent work-related experience
  • Series 7 and 63 required
  • 8 plus years of Relationship Management or Client Service experience; preferably within Retirement/401K industry
  • retirement plan record keeping and administration experience
  • relationship management experience
  • excellent verbal and written communication skills
  • excellent organization and time management skills and attention to detail
  • demonstrated problem-solving skills
  • effective presentation skills, influence and negotiation skills

Benefits

  • comprehensive health care coverage and emotional well-being support
  • market-leading retirement
  • generous paid time off and parental leave
  • charitable giving employee match program
  • educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

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