Retirement Relationship Manager

Job Summary

Managing a portfolio of business clients, the full-time Retirement Relationship Manager will support advisor relationships, handle client escalations, and provide advanced financial product expertise in a remote setting.

Key responsibilities

• Effectively manage and retain client portfolios while delivering knowledgeable financial solutions
• Maintain ongoing communication with clients to understand their goals and proactively present service offerings
• Conduct regular plan, investment, and service reviews, acting as the primary contact for direct plans

Required qualifications

• Bachelor's Degree in a business-related field or equivalent experience
• Minimum of five years' experience in the retirement industry
• In-depth knowledge of investments and fee schedules
• Ability to maintain professional relationships with clients and work independently
• Basic knowledge of Microsoft Word, PowerPoint, and Excel