Series 7 & 63 Licensed 401K Manager - Everett Washington

Company: VirtualVocations
Location: Everett, Washington
Posted On: 01/29/2025

A company is looking for a Managing Director - 401K Relationship Manager.



Key Responsibilities

Serve as the primary contact for clients, managing relationships and addressing their needs
Analyze clients' investment architecture and provide appropriate alternatives
Coordinate internal resources to deliver analysis and recommendations on plan design alternatives


Required Qualifications

College degree preferred or equivalent work-related experience
Series 7 & 63 certifications required
8+ years of Relationship Management or Client Service experience in the Retirement/401K industry
Experience in retirement plan record keeping and administration
Proven relationship management experience More...

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