Retirement Plans Relationship Manager - Series 6 7 - Ann Arbor Michigan

Company: VirtualVocations
Location: Ann Arbor, Michigan
Posted On: 09/18/2024

A company is looking for a Relationship Manager II - Retirement Plans.



Key Responsibilities:

Develop and manage relationships with advisors and plan sponsors through proactive communication and problem resolution
Provide plan design consulting services and drive client retention through value-added information and virtual meetings
Coordinate the installation of new groups and manage the enrollment and education process for plan participants


Required Qualifications:

3 to 5 years of relationship management experience in the retirement plans field or equivalent experience
Good knowledge of qualified plans, ERISA, and qualified plan investments
Degree or equivalent job experience preferred
Professional certification required: Series 6/7 or Series 65 within 90 days of hire
Retirement plans industry certification is a plus More...

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