CT Licensed Relationship Manager
A company is looking for a Relationship Manager to serve as a liaison to retirement plan clients and manage their retirement plans.
Key Responsibilities
Manage client relationships and retention for assigned accounts
Provide day-to-day plan service, vendor oversight, and client advocacy
Conduct Annual Plan Health reviews and coordinate employee education meetings
Required Qualifications
5+ years of financial services or defined contribution experience
Bachelor's degree preferred
State insurance license or willingness to obtain; industry designation such as ASPPA certification preferred
Strong knowledge of retirement plan design, recordkeeping, and compliance
Proficiency in Microsoft Office suite, including Excel, Word, and PowerPoint
A company is looking for a Relationship Manager to serve as a liaison to retirement plan clients and manage their retirement plans.
Key Responsibilities
Manage client relationships and retention for assigned accounts
Provide day-to-day plan service, vendor oversight, and client advocacy
Conduct Annual Plan Health reviews and coordinate employee education meetings
Required Qualifications
5+ years of financial services or defined contribution experience
Bachelor's degree preferred
State insurance license or willingness to obtain; industry designation such as ASPPA certification preferred
Strong knowledge of retirement plan design, recordkeeping, and compliance
Proficiency in Microsoft Office suite, including Excel, Word, and PowerPoint