Executive Director, 529 Plan Relationship & Investment

A leading global financial services firm is seeking an experienced Asset Management - 529 Plan Relationship Manager & Investment Specialist, Executive Director, to drive sales strategy and manage relationships within the education savings market. This role requires over 10 years of asset management sales experience, strong analytical and communication skills, and a bachelor's degree in Finance or a related field. The candidate will collaborate across functions to enhance sales results and client satisfaction, all while representing a premier firm in financial solutions.
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