Strategic Client Relationships Lead – Retirement Plans

A leading financial services firm located in Charlotte, North Carolina, is seeking an experienced professional to manage relationships with elite advisor plan clients. This role involves providing consultative support, enhancing product offerings, and ensuring successful service experiences. The ideal candidate will possess at least 7 years in the retirement services industry, strong analytical and problem-solving skills, and proficiency in Microsoft Office. Join a collaborative team dedicated to client satisfaction and retention. #J-18808-Ljbffr