VP, Managing Director – 401K Relationship Manager
skillventory - A Leading Talent Research Firm
full-time
Posted on:
Location Type: Hybrid
Location: Covington • Kentucky • New York • United States
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Salary
💰 $120,000 - $200,000 per year
Job Level
About the role
- responsible for building, maintaining and growing strong and committed client relationships with key decision makers
- consultative role requiring a clear understanding of the business needs and relevant challenges of each client
- engage key decision makers and advisors to develop a deeper understanding of client needs and opportunities
- maintain proactive awareness of changes in the client's business, their competition, industry, and marketplace
- responsible for external business planning and service reviews to ensure understanding of client's goals and objectives
- works with consultants on inbound inquiries, plan sponsor presentations, and plan design
Requirements
- acquire a Series 7 and 63 within the first 3 months of acquiring the position
- 8+ years of Relationship Management or Client Service experience; preferably within the Retirement/401k industry
- Experience with Health and Welfare, Defined Benefits and Stock Plan Services is also helpful, but not mandatory
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
relationship managementconsultative skillsclient engagementbusiness planningservice reviewsproactive awareness
Certifications
Series 7Series 63