Relationship Manager II - Retirement Solutions (Northeast Region)
Hybrid · United StatesNo visa sponsorship
Core
Strategic partner to plan sponsors and advisors in the 10M-200M market space, providing creative solutions for retention, growth, and retirement readiness.
Role type
Senior IC Relationship Manager (Retirement Solutions)
Builds
Financial tools and retirement solutions for plan sponsors and advisors
Domain
Financial services / Retirement planning
Deliverable
product features
Required skills
Retirement industry expertise, plan design, investment strategy, problem solving, negotiation, leadership
Preferred skills
Qualified Plan knowledge (Defined Benefit, Defined Contribution), FINRA Series 6/7/63/63/Health & Life licensing
Technologies
Financial planning tools
Responsibilities
Collaborate on plan design and investments, conduct plan level health reviews, solve complex client issues, travel to client meetings
Seniority
Senior, hands-on IC