Sr. Relationship Manager (Retirement & Wealth)

Role responsibilities

This role is responsible for managing client relationships and working closely with various partners to onboard new clients while maintaining and growing existing relationships. The incumbent will also create strategic plans, coordinate onboarding, and work cross-functionally to improve client experiences.

Requirements

The ideal candidate will have 7-10 years of experience in the financial services industry, particularly in retirement plans and investment products. A bachelor's degree in Business, Finance, or a related field is preferred, along with strong communication and organizational skills.

Key skills

Client Relationship Management, Communication Skills, Problem Solving, Sales Strategy, Organizational Skills, Time Management, Financial Services Knowledge, Salesforce, Investment Knowledge, Team Collaboration, Proactive Approach, Client Service, Project Management, Analytical Skills, Interpersonal Skills, Business Development

Keywords

Client Relationship Management, Financial Services, Retirement Plans, Investment Advisors, Salesforce, Project Management, Communication Skills, Organizational Skills, Time Management, Business Development, Client Service, Problem Solving, Analytical Skills, Interpersonal Skills, Team Collaboration, Alternative Investments, 401K, Health Savings Accounts, Emergency Savings Funds, Custody Services