Managing Director – 401K Relationship Manager

This is a fully remote position, open to applicants in California, +4 more states.

📋 Description

• Serves as the primary liaison for the client and collaborates within a team environment that collectively manages, educates, resolves client issues, fosters relationships, and fulfills the requirements of Plan Sponsors and Advisors.

• Establishes the strategic direction for the plan and exemplifies ultimate ownership and accountability for the client relationship.

• Functions as the client’s 'trusted advisor.'

• Develops client relationships with top-level decision makers.

• Organizes and leads effective in-person and/or phone meetings.

• Identifies key influencers and maintains consistent formal and informal communication with essential client decision makers.

⛳️ Requirements

• A college degree is preferred or equivalent relevant work experience.

• Series 7 and 63 licenses are required.

• Over 8 years of experience in Relationship Management or Client Service, ideally within the Retirement/401K sector.

• Experience in retirement plan record keeping and administration.

• Proven relationship management expertise.

• Exceptional verbal and written communication abilities.

• Strong organizational and time management skills with a keen attention to detail.

• Demonstrated problem-solving capabilities.

• Proficient presentation skills along with influence and negotiation abilities.

🏝️ Benefits

• Comprehensive health care coverage along with emotional well-being support.

• Market-leading retirement plan offerings.

• Generous paid time off and parental leave policies.

• Charitable giving employee matching program.

• Educational assistance that includes student loan repayment, tuition reimbursement, and resources for career development.