Relationship Manager, Institutional Plans (Non-Qualified)

A financial services company in New York is seeking a fiduciary services professional to serve as the primary point of contact for high-profile institutional clients. The ideal candidate should have a Bachelor’s degree, at least five years of professional experience, and strong MS Office skills. Responsibilities include nurturing client relationships, coordinating account openings, and facilitating communications related to employer stock funds. This role may involve minimal travel and emphasizes a client-centered approach. #J-18808-Ljbffr