National 529 Relationship Leader & Investment Specialist

A leading financial services firm is seeking a 529 Relationship Manager and Investment Specialist to develop a national sales strategy and oversee client relationships. The ideal candidate will have over 10 years of experience in asset management sales, strong negotiating skills, and expertise in the 529 education savings sector. This role includes collaborating with various teams to enhance investment solutions and requires a Bachelor's degree in Finance. Competitive total rewards package available, along with a commitment to diversity and inclusion.
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