Strategic Client Relationships Lead – Retirement Plans

A financial services organization based in Charlotte, NC, is seeking an experienced professional to manage client relationships, primarily for big and elite advisor plan clients. The ideal candidate will have at least 7 years of experience in retirement services, excellent analytical and problem-solving skills, and a Bachelor's degree in business or a related field. Responsibilities include promoting plan retention, resolving client issues, and collaborating with internal teams to enhance client satisfaction. This role requires strong communication skills and the ability to work both independently and as part of a team. #J-18808-Ljbffr