Senior Client Relationship Manager - Retirement Plans

A financial services firm is seeking an experienced professional to manage relationships for elite advisor plan clients in Raleigh, North Carolina. Responsibilities include proactive problem resolution, cross-selling opportunities, and developing strategies for plan retention. The ideal candidate will have at least 7 years’ experience in the retirement services industry, strong analytical skills, and proficiency in Microsoft Office. This role requires excellent communication skills and the ability to work both independently and within a team. #J-18808-Ljbffr