Senior Segment Manager Advisory Services State Licensed

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