Remote Employee Stock Ownership Plan Relationship Manager

Job ID: Available for Members

Location: Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, Wyoming

Compensation: To Be Discussed

Posted: Tuesday, September 18, 2018

Job Category: Account Management, Financial, Management

Telecommute Level: Occasionally

Travel Requirements: Field Travel Required, Some Travel

Weekly Hours: Full Time

Employer Type: Employer

Career Level: Experienced

Additional Information: Benefits Available

Job Summary

A financial services company needs applicants for an opening for a Remote Employee Stock Ownership Plan Relationship Manager.

Core Responsibilities of this position include:

  • Mentoring and training staff, providing peer reviews to all staff levels
  • Building strong relationships to retain assigned clients
  • Serving as the primary point of contact for Client Service Associates and Managers for existing ESOP clients

Qualifications for this position include:

  • Travel required (up to 35%), including overnight stays
  • 5 years related work experience
  • Bachelor's degree or 8 years of equivalent experience required
  • Technical, statutory and regulatory knowledge of qualified and nonqualified plans