VP, Managing Director managing client relationships and benefits programs in retirement services. Collaborating with internal teams to ensure client satisfaction and needs are met.
Responsibilities
Build, maintain, and grow client relationships
Collaborate with internal teams to resolve client problems
Develop a customer-centric relationship management strategy
Conduct external business planning and service reviews
Requirements
8+ years of Relationship Management or Client Service experience
Series 7 and 63 licensing within the first 3 months
Experience with Health and Welfare, Defined Benefits and Stock Plan Services is helpful
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