FINRA Licensed VP of Client Relations

A company is looking for a VP, Client Relationship Management, Government Market. Key Responsibilities Accountable for client and advisor satisfaction, retention, and profitable growth of the Government Market book of business Drive the Government-market strategy and partner with the organization to create a consistent service model Provide leadership and negotiation support for client RFP, re-pricing, and sales activity Required Qualifications 10-15 years of experience in financial services, preferably in the Retirement industry Bachelor's degree or equivalent experience required In-depth knowledge of Retirement solutions with health and wealth product knowledge a plus Strong leadership skills with experience in growing a high-performance team FINRA 7 or 6 and 26 license required

Apr 24, 2025 - 16:01
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FINRA Licensed VP of Client Relations
A company is looking for a VP, Client Relationship Management, Government Market. Key Responsibilities Accountable for client and advisor satisfaction, retention, and profitable growth of the Government Market book of business Drive the Government-market strategy and partner with the organization to create a consistent service model Provide leadership and negotiation support for client RFP, re-pricing, and sales activity Required Qualifications 10-15 years of experience in financial services, preferably in the Retirement industry Bachelor's degree or equivalent experience required In-depth knowledge of Retirement solutions with health and wealth product knowledge a plus Strong leadership skills with experience in growing a high-performance team FINRA 7 or 6 and 26 license required