CLIENT RELATIONSHIP MANAGER (Retirement Plans)

RETIREMENT SERVICES RELATIONSHIP MANAGERResponsibilitiesManage a caseload of 401(k) & Cash Balance plans in the small plan market.Conduct annual, semi-annual and/or quarterly plan reviews based on client's needs.Consult on plan design, fund selection, fund performance reviews, etc.Participate in final sales presentations.Lead onboarding of new clients.#retirementplan#401k#relationshipmanager#relationshipmanagement#qualifiedretirementplans#definedcontribution#clientrelationshipmanager#erisa