Strategic Client Relationships Lead – Retirement Plans

A financial services firm located in Charlotte, NC is seeking an experienced professional to manage relationships with elite advisor plan clients and their financial advisors. The ideal candidate must have a background in retirement services, with at least 7 years of experience and strong analytical skills. Responsibilities include overseeing client satisfaction, fostering product retention, and providing strategic advice. Strong communication and project management skills are essential for this role which also requires proficiency in Microsoft Office applications. #J-18808-Ljbffr