Strategic Client Relationships Lead – Retirement Plans

A financial services firm in Charlotte, NC is seeking an experienced candidate to manage relationships for elite advisor plan clients and their financial advisors. The role involves consultative support, promoting plan retention, and ensuring service quality. Applicants should have a Bachelor’s degree and substantial experience in retirement services. Excellent analytical, communication, and problem-solving skills are essential, along with proficiency in Microsoft Office products. #J-18808-Ljbffr