Strategic Client Relationships Lead – Retirement Plans

A leading financial services firm in North Carolina seeks a professional to manage key relationships for big and elite advisor plan clients. This role focuses on providing consultative support, ensuring plan retention, and cross-selling products. The ideal candidate will have a Bachelor’s degree in business and significant experience in the retirement services industry. Strong analytical abilities and communication skills are essential, along with proficiency in Microsoft Office products. #J-18808-Ljbffr