Senior Relationship Manager

Emploi pas sur LinkedIn

🕒 il y a 23 jours

⛰️ Colorado, Missouri – Distant

⛰️ Colorado – Remote 🏰 Missouri – Remote

💵 $126 560 - $196 170 / an

⏰ Temps Plein

🟠 Senior

💰 Responsable de comptes

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Icmarc

Site WebLinkedInTous les Emplois

- employés

💼 Conseil

🏥 Santé

🛡️ Assurance

Consulting • Healthcare • Insurance

Icmarc est un prestataire de services de retraite destiné aux employeurs du secteur public et aux participants individuels. Il propose des services d'administration et de gestion d'investissements pour les régimes de retraite (457(b), 401(a), 401(k), 403(b), épargne santé retraite et IRA), ainsi qu'une éducation financière pour les participants, des services de conseil CFP®, un soutien aux sponsors de plans, un accès aux consultants, des recherches et un plaidoyer législatif. L'entreprise se positionne comme un partenaire pour les sponsors de plans, les consultants et les participants, offrant des produits d'investissement, des conseils professionnels et des ressources éducatives.

Description

• 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

🎯 Exigences

• 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

🏖️ Avantages

• 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