Strategic Client Relationships Lead – Retirement Plans

A financial services company in Charlotte seeks a seasoned professional to manage client relationships for elite advisor plan accounts. The ideal candidate will have over 7 years of experience in the retirement services industry and be proficient in client engagement strategies. Responsibilities include ensuring plan retention, providing consultative support, and developing strong relationships with financial advisors and decision makers. The role requires excellent analytical, communication, and project management skills, along with the ability to work independently within a cohesive team. #J-18808-Ljbffr