Account Manager

• The Managing Director is the primary contact for the client and works in a team structure
• Responsible for managing, educating, resolving client issues, building relationships
• Sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the client relationship
• Acts as the client’s 'trusted advisor' and builds relationships to the highest level of decision makers
• Makes thorough plans and preparations for client meetings
• Consults with clients on qualified and potentially nonqualified plan design alternatives

Director, Managing Director – 401K Relationship Manager

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Senior Account Manager

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