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

Mar 17, 2025 - 18:29

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