Job Summary

An American financial, retirement, investment and insurance company is filling a position for a Teleworking Client Relations Vice President in Pleasanton, California.

Core Responsibilities of this position include:

• Working with SVP and CRM strategy team and CRMs to develop business plans and strategy for assigned territory
• Clearly articulating organizational vision to CRM team, and translate organizational strategy into clear targets based on business plans for territory
• Partnering with CRMs and peers of VPs, Client Relations to identify best practices, and reinforce consistent use of standards to support identification of deviations form target performance

Skills and Requirements Include:

• Bachelors degree in Business, Finance or related field
• 7 years experience within the financial services or employee benefits industries in a sales management, account service or consulting role
• Experience in the Retirement record keeping / 401k industry
• Experience managing other Client Relationship Managers/office
• FINRA series 6, 63 and 26