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
