Relationship Manager II/III – Build Strong Client Relationships and Drive Client Retention in High-Paced Finance Environment
Employer
Jobleads-US
Salary
$80k-$100k (estimated pay)
Location
San Francisco, CA
Employment Type
Full-time
Сategory
Financial Advisors
Description
Join our team as a Relationship Manager II/III and take charge in building strong client relationships and driving client retention through proactive client contact and plan improvements.
Qualifications
- Bachelor’s degree in Business Administration
- 5 or more years of relationship management experience in retirement plans field
- NASD series 6, 63, 65 certification required
Responsibilities
- Develop and manage effective primary relationships with plan sponsors and channel relationships
- Deliver annual plan review to decision-makers
- Coordinate the installation of assigned new groups
Education
Bachelor’s degree in Business Administration preferred
Benefits
- Travel required
- Professional certification reimbursement
- Leadership and guidance opportunities
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