Managing Director 401K Relationship Manager
Company: VirtualVocations
Location: Fort Lauderdale
Posted on: November 1, 2024
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Job Description:
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
Facilitate discussions on legal, regulatory, and design issues
related to retirement plans
Analyze clients' investment architecture and provide strategic
recommendations
Required Qualifications
College degree preferred or equivalent work-related experience
8+ years of Relationship Management or Client Service experience,
preferably in the Retirement/401K industry
Experience in retirement plan record keeping and administration
Series 7 & 63 must be obtained within 120 days of hire
Proven experience building relationships with key
decision-makers
Keywords: VirtualVocations, Port St. Lucie , Managing Director 401K Relationship Manager, Executive , Fort Lauderdale, Florida
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