Strategic Client Relationships Lead – Retirement Plans

A retirement services firm based in Raleigh, North Carolina, is seeking a seasoned professional to manage existing relationships with elite advisor plan clients and their financial professionals. The role focuses on ensuring high satisfaction levels, promoting retention, and providing consultative support. Qualified candidates will have extensive experience in client relationship management, a strong analytical mindset, and proficiency in Microsoft Office. This position requires exceptional communication skills and the ability to work independently while being a part of a cohesive team. #J-18808-Ljbffr