Role responsibilities
The Retirement Relationship Manager II is responsible for managing and retaining a portfolio of business clients, providing advanced financial solutions and support. This role involves maintaining communication with clients, conducting plan reviews, and supporting advisor relationships.
Requirements
Candidates should have a bachelor's degree in a business-related field or equivalent experience, along with a minimum of five years in the retirement industry. Strong communication, organizational skills, and knowledge of investments and fee schedules are essential.
Key skills
Client Service, Communication, Organization, Financial Products, Investment Knowledge, ERISA Knowledge, Plan Design, Data Analysis, Problem Solving, Negotiation, Technical Knowledge, Relationship Management, Education Support, Reporting, Portfolio Management, Escalation Handling
Keywords
Retirement, Financial Services, Client Management, Investment Reviews, Plan Health, ERISA, Fee Benchmarking, Participant Education, Enrollment Support, Data Feed Requests, Fee Negotiations, Business Clients, Portfolio Management, Communication Skills, Technical Knowledge, Problem Solving