Series 6 Licensed Relationship Manager

Job Summary

Managing overall client satisfaction and retention, the full-time Series 6 Licensed Relationship Manager will provide proactive retirement plan client service, conduct annual plan reviews, and collaborate with internal teams to enhance client relationships in a remote capacity.

Key responsibilities

• Build and maintain strong relationships with senior management in client organizations to ensure business retention
• Conduct annual plan review meetings to assess and improve plan performance
• Coordinate relationship management activities across various internal functional areas to deliver accurate results

Required qualifications

• 5-10 years of experience in the retirement plan industry
• Bachelor's degree in business, accounting, finance, or equivalent experience
• Expertise in Defined Contribution and/or Defined Benefit plan consulting and administration
• Strong understanding of ERISA and related laws and regulations
• Series 6 license is required