Sr. Relationship Manager, Large Market - Retirement Solutions
Core
Develop deep relationships with advisors, plan sponsors, trustees, and third-party administrators in the 200M-$1B+ asset space to provide creative solutions for retention, growth, and retirement readiness.
Role type
Sr. Relationship Manager (Financial Services)
Builds
Strategic client partnerships and retirement solutions
Domain
Financial Services / Retirement Planning
Deliverable
client delivery
Required skills
relationship management, plan design, investment strategy, C-suite executive engagement, complex project leadership, negotiation, problem solving
Preferred skills
sales experience, qualified plans product knowledge, influencing at KDM/committee/executive levels
Responsibilities
Collaborate on plan design and investments, partner on sales opportunities, plan with C-Suite executives, solve sophisticated client issues, lead large complex projects
Seniority
Senior, hands-on IC