Licensed Relationship Manager
Job Summary
A company is looking for a Relationship Manager who will support retirement plan clients and lead a service team.
Key Responsibilities
- Serve as a strategic partner to retirement plan clients
- Lead an experienced internal service team
- Provide proactive plan reviews and guidance on plan design
Required Qualifications
- 5+ years of experience in the Retirement Industry in a client-facing role
- Strong relationship management skills
- Knowledge of ERISA and IRS rules and regulations
- FINRA S6 & S63 licenses required within 90 days of hire
- Life & Health license required within 120 days of hire
COMPLETE JOB DESCRIPTION
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