Strategic 401K Relationship Director

A major financial services firm seeks a Managing Director to oversee client relationships and 401K plan management. The ideal candidate will have extensive experience in client service, strong relationship management skills, and relevant certifications (Series 7 & 63). Responsibilities include guiding clients through investment strategies, ensuring regulatory compliance, and leading a team to meet client needs. This position is hybrid, requiring in-office work every other week, with a focus on building mutual goals and strategic direction. #J-18808-Ljbffr