Strategic Client Relationships Lead – Retirement Plans

A leading financial services firm in Charlotte, NC is seeking an experienced individual to manage relationships with elite advisor plan clients. The role involves providing consultative support, ensuring plan retention, and promoting product enhancements. Ideal candidates will have over 7 years of experience in the retirement services industry and possess excellent problem-solving and communication skills. Proficiency in Microsoft Office is essential, along with a strong ability to work independently and as part of a team. #J-18808-Ljbffr