Strategic Client Relationships Lead – Retirement Plans

A financial services firm located in Charlotte, NC seeks an experienced professional to manage relationships with elite advisor plan clients and their financial advisors. The role involves enhancing client experience, promoting plan retention, and leveraging industry knowledge for client satisfaction. Candidates should have at least 7 years in retirement services and a strong ability to analyze and solve problems effectively. Excellent communication and project management skills are essential for success in this position. #J-18808-Ljbffr