Senior Client Relationship Manager for Elite Advisor Plans

A leading financial services firm based in Charlotte, North Carolina is seeking an experienced professional to manage relationships with elite advisor plan clients. This position demands a minimum of 7 years in the retirement services industry, strong analytical and communication skills, and the ability to advocate for clients internally. Responsibilities include ensuring client satisfaction, plan retention, and participation in project management. The ideal candidate will work independently while contributing to a cohesive team, and will leverage their expertise in client relationship management to drive organic growth. #J-18808-Ljbffr