Senior Retirement Account Manager
Core
Senior Relationship Manager supporting a large book of business by managing client needs regarding service, asset allocation, and case design for 401(k) plans.
Role type
Senior IC retirement account manager
Builds
Client relationships and operational oversight for 401(k) plans
Domain
Financial services / Retirement planning
Deliverable
client delivery
Required skills
401(k) plan expertise, investment strategy consultation, client relationship management, data entry and plan management, marketing and sales support, operations oversight
Preferred skills
Independent financial services culture experience, Series 65/66 license
Technologies
Outlook, Word, Excel, PowerPoint
Responsibilities
Manage client needs regarding service, asset allocation, and case design; Prepare client meetings and assist with follow-up; Consult participants on investment strategies; Oversee data entry and plan management by Operations Manager; Manage and prioritize multiple competing priorities; Conduct 401(k) education meetings for clients; Engage in marketing and sales efforts; Co-manage the Operations Manager
Seniority
Senior, hands-on IC