Senior Relationship Manager

Vaga não está no LinkedIn

🕒 Julho 16

⛰️ Colorado, Missouri – Remoto

⛰️ Colorado – Remote 🏰 Missouri – Remote

💵 $126.560 - $196.170 / ano

⏰ Tempo Integral

🟠 Sênior

💰 Gerente de Contas

Candidatar-se

Encontrar Vagas Remotas Similares

Configurar Alerta de Email para Novas Vagas

📊 Verifique sua pontuação de currículo para esta vaga

Melhore suas chances de conseguir uma entrevista verificando sua pontuação de currículo antes de se candidatar.

Enviar Currículo

Icmarc

SiteLinkedInTodas as Vagas

- funcionários

💼 Consultoria

🏥 Saúde

🛡️ Seguros

Consulting • Healthcare • Insurance

A Icmarc é uma provedora de serviços de aposentadoria focada em empregadores do setor público e participantes individuais. Oferece administração e gestão de investimentos para planos de aposentadoria (457(b), 401(a), 401(k), 403(b), poupança para saúde na aposentadoria e IRAs), além de educação financeira para participantes, serviços de consultoria CFP®, suporte para patrocinadores de planos, acesso a consultores, pesquisa e defesa legislativa. A empresa se posiciona como parceira para patrocinadores de planos, consultores e participantes, fornecendo produtos de investimento, consultoria profissional e recursos educacionais.

Descrição

• Serve as the primary contact for strategic client accounts, ensuring alignment with business goals and managing complex relationship needs. • Prepare and present Visual Analytics dashboards and investment reports to support client decision-making and fiduciary responsibilities. • Provide mentorship and guidance to junior Relationship Managers, sharing best practices and supporting professional development. • Lead plan reviews and offer strategic recommendations to optimize plan design, investment strategy, and client engagement. • Performs other duties as assigned

🎯 Requisitos

• Bachelor’s degree required; MBA preferred • 5–8 years experience in financial services • FINRA Series 7 and 63 or 65 (preferred) • Expert knowledge of financial products and analytics tools • Strategic thinking, stakeholder management, influence • Ability to navigate complex client dynamics • Advanced product knowledge • Mentorship capabilities

🏖️ Benefícios

• Competitive Total Rewards package , including base pay, incentive programs, benefits, and a 401(k) plan with matching contributions • Flexible and hybrid work schedules to support work-life balance • Tuition reimbursement to support continued education • Professional and career development opportunities , including courses and certifications • Comprehensive wellness programs promoting physical, mental, and emotional health • Volunteerism initiatives to encourage community engagement