Strategic Client Relationships Lead – Retirement Plans

A financial services firm in Charlotte, North Carolina is seeking an experienced professional for relationship management of plan accounts. This role focuses on client satisfaction, retention, and organic growth while developing strong partnerships with financial professionals and C-level decision makers. Applicants should have a bachelor’s degree and substantial experience in retirement services, alongside strong analytical and communication skills. This position requires a commitment to quality client service and teamwork. #J-18808-Ljbffr