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Telecommute Asset Management and Relationship Manager Vice President

Job is Expired
Location: California
Compensation: To Be Discussed
Reviewed: Thu, Apr 19, 2018

Job Summary

A financial company has a current position open for a Telecommute Asset Management and Relationship Manager Vice President.

Core Responsibilities Include:

  • Managing a book of small to mid -size 401(k) plans
  • Participating in finals presentations and site visits by building rapport with prospective clients
  • Building relationships across all levels and functional areas of client organizations

Must meet the following requirements for consideration:

  • This position requires travel
  • Bachelor’s degree required
  • Series 7 and 63 licensees
  • Minimum of 10 years experience in the retirement industry
  • Client relationship skills, knowledge of investments, retirement products and services
  • Strong negotiation, influencing, communication and presentation skills

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