Series 7 & 63 Licensed 401K Manager

Job Summary

A company is looking for a Managing Director - 401K Relationship Manager.

Key Responsibilities

• Serve as the primary contact for clients, managing relationships and addressing their needs
• Analyze clients' investment architecture and provide appropriate alternatives
• Coordinate internal resources to deliver analysis and recommendations on plan design alternatives

Required Qualifications

• College degree preferred or equivalent work-related experience
• Series 7 & 63 certifications required
• 8+ years of Relationship Management or Client Service experience in the Retirement/401K industry
• Experience in retirement plan record keeping and administration
• Proven relationship management experience