Managing Director – 401K Relationship Manager

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🔥 0 minutes ago

🏄 California, Colorado, +3 more states – Remote

🏄 California – Remote ⛰️ Colorado – Remote 🌶️ New Mexico – Remote 🤠 Texas – Remote ⛷️ Utah – Remote

💵 $79k - $153k / year

⏰ Full Time

🔴 Lead

💰 Account Manager

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skillventory - A Leading Talent Research Firm

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2008

Skillventory is a leading name among top recruitment consultants having clients PAN India. Started in 2008, we feel delighted to state that we helped in shaping the careers of more than 20000 job seekers. We are a full spectrum Manpower Consultancy Firm, fulfilling manpower requirements of businesses by offering the wide range of services from Executive Search, Recruitment, Specialists-on-Contract, HR Automation, Consulting, Outsourcing, and Training. We are easily accessible, reachable and serving clients across India effectively and efficiently, as we are located in 6 major locations of the country, with Workstations in Indore , Mumbai , Ahmedabad ,Bangalore , New Delhi and Pune

📋 Description

• primary contact for the client and works in a team structure which is collectively responsible for managing, educating, resolving client issues, building relationships and meeting the needs of Plan Sponsors and Advisors • sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the client relationship • acts as the client’s 'trusted advisor' • builds client relationship to highest level of decision makers • plans and conducts effective in-person and/or phone meetings • identifies key drivers and maintains consistent formal/informal contact with key client decision makers

🎯 Requirements

• College degree preferred or equivalent work-related experience • Series 7 and 63 required • 8 plus years of Relationship Management or Client Service experience; preferably within Retirement/401K industry • retirement plan record keeping and administration experience • relationship management experience • excellent verbal and written communication skills • excellent organization and time management skills and attention to detail • demonstrated problem-solving skills • effective presentation skills, influence and negotiation skills

🏖️ Benefits

• comprehensive health care coverage and emotional well-being support • market-leading retirement • generous paid time off and parental leave • charitable giving employee match program • educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career