Job Summary
A financial services company is filling a position for a Telecommute Senior Relationship Manager.
Core Responsibilities Include:
- Identifying any early warning signals that may negatively impact performance of client relationships
- Participating on key strategic projects to address key business issues
- Providing coaching and support to other Relationship Managers
Must meet the following requirements for consideration:
- Expert knowledge of ERISA and other retirement plan legislation
- Minimum of 5-7 Years of Experience
- In-depth knowledge of recordkeeping systems
- Expert relationship management skills with a strong client focus and self-motivating drive
- In-depth knowledge of retirement service industry trends and profit drivers
- Familiarity with the types and features of investment vehicles utilized in retirement plans
