Strategic Client Relationships Lead – Retirement Plans

A financial services company in Charlotte, NC is seeking an experienced professional to manage relationships with elite financial advisors and plan clients. The role involves providing consultative support, ensuring client satisfaction, and promoting retention through effective communication and problem resolution. Candidates should have at least 7 years in the retirement services field and a Bachelor's degree. This position offers a chance to impact client strategies, working closely with internal teams while maintaining a strong client focus. #J-18808-Ljbffr