Relationship Manager, Specialist

Requisitos

• Minimum of five years related work experience
• Three years experience in Financial Services and Relationship Management preferred
• Demonstrated expertise in employer-sponsored retirement plans, including 401(k), 403(b), rollover, participant engagement, retirement rea..
• Recordkeeping (retirement plan administration) savvy is required
• Demonstrated ability to develop senior/executive level relationships, navigate sophisticated organizations, and manage ambiguity
• Undergraduate degree or equivalent experience or equivalent combination of training and experience