Senior Segment Manager Advisory Services State Licensed

Location: Remote
Compensation: Salary
Staff Reviewed: Fri, Feb 02, 2024
This job expires in: 1 days

Job Summary

A company is looking for a Senior Segment Manager, Advisory Services for a remote position.

Key Responsibilities:
  • Serve as the primary contact for the participant advisory services program
  • Manage and support client satisfaction for the largest and most complex plan sponsors
  • Lead the expansion of investment advice and managed account services

Required Qualifications:
  • 10 years of industry experience
  • Advisory services operational experience
  • Management experience preferred
  • Degree in business, finance, or similar field
  • Series 65 registrations required within corporate-established timelines

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