FINRA Licensed Senior Relationship Manager

Job Summary

A company is looking for a Senior Relationship Manager to oversee complex client relationships and ensure client satisfaction.

Key Responsibilities

• Manage and consult on large, complex client relationships to ensure satisfaction and retention
• Advise clients on best practices and promote firm services to meet client objectives
• Track client metrics and develop strategies for successful relationship performance

Required Qualifications

• Bachelor's degree or equivalent combination of education and relevant experience
• 8+ years of relevant work experience
• FINRA Series 6 and 63 licenses
• Ability to travel up to 20% for client meetings
• Preferred experience with Retirement Plan Sponsors and their advisors/consultants