Account Manager Team Leader at HFM delivering strategic support and management in financial markets. Leading a team to ensure client satisfaction and team performance across a dynamic environment.
SF
Hybrid Director, Managing Director – 401K Relationship Manager
Posted 3 months ago
About the role
- Managing Director overseeing client relationships and service delivery in retirement/401K industry. Collaborating with teams to manage and resolve client issues, ensuring satisfaction and compliance.
Responsibilities
- The Managing Director (MD) is entrusted with a book of business of defined contribution.
- Primary contact for the client and works in a team structure.
- Responsible for managing, educating, resolving client issues, building relationships and meeting the needs of Plan Sponsors.
- Sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the client relationship.
- Acts as the client’s 'trusted advisor'.
- Planning and conducting effective in-person and/or phone meetings.
- Makes thorough plans and preparations for client meetings.
- Consults with clients on qualified and potentially nonqualified plan design alternatives.
Requirements
- College degree preferred or equivalent work-related experience.
- Series 7 & 63 required.
- 8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industry.
- Your retirement plan record keeping and administration experience.
- Your relationship management experience.
- Excellent verbal and written communication skills.
- Excellent organization and time management skills and attention to detail.
- Demonstrated problem-solving skills.
- Effective presentation skills, influence and negotiation skills.
Benefits
- Health insurance
- Retirement plans
- Flexible work arrangements
- Professional development opportunities
- Paid time off
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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