Strategic Relationship Manager – Institutional Retirement Plans

A leading financial services firm seeks a professional to serve as a primary contact providing trust and fiduciary services to institutional clients. The role requires a Bachelor's degree and a minimum of five years' relevant experience. Key responsibilities include managing client relationships and facilitating communications about employer stock funds. Strong MS Office skills, especially in Excel, are essential. This position is based in the Town of Florida, NY, with occasional travel expected. #J-18808-Ljbffr