Corporate Bundled - Senior Plan Manager
Based in United States
Core
Manage relationships with complex sponsored retirement plans, serving as a trusted partner to plan sponsors and key stakeholders to drive client satisfaction and retention.
Role type
Senior Plan Manager (Retirement Services)
Builds
Exceptional retirement plan service and client experiences
Domain
Financial Services / Retirement Planning
Deliverable
client delivery
Required skills
relationship management, complex issue resolution, cross-functional collaboration, plan retention strategy, training and mentoring, call center support
Preferred skills
retirement plan administration, TPA interaction, product development knowledge, regulatory knowledge