Strategic Relationship Manager – Institutional Retirement Plans

A financial services company in Raleigh, NC is looking for a professional to provide specialized trust and fiduciary services to high-profile institutional accounts. The role requires at least five years of relevant experience and strong MS Office skills. You will manage client relationships, coordinate the onboarding process, and ensure timely client deliverables. This position also involves direct collaboration with senior management and other teams, ensuring compliance and identifying cross-selling opportunities. Travel may be required up to 5%. #J-18808-Ljbffr