Relationship Manager, Specialist
Core
Manages complex recordkeeping and investment-only plan sponsor relationships, providing strategic guidance and resolving high-level client issues.
Role type
Senior Relationship Manager (Financial Services)
Builds
Client retention, service enhancements, and strategic partnerships for institutional plan sponsors
Domain
Financial Services, Retirement Plans, Recordkeeping
Deliverable
client delivery
Required skills
relationship management, retirement plan expertise (401k/403b), recordkeeping administration, strategic consulting, problem resolution, stakeholder management
Preferred skills
existing client relationships, investment competence
Technologies
FINRA licenses (6 & 63)
Responsibilities
manage complex sponsor relationships, assess client needs, resolve complex issues, collaborate with internal experts, provide strategic investment guidance
Seniority
Senior, 5+ years experience