To support a growing institutional practice, the full-time Relationship Manager - Iowa will develop and maintain client relationships, provide scalable solutions for retention and growth, and lead client projects while working remotely.
Key responsibilities:
Collaborate with plan sponsors and consultants to achieve plan goals and enhance client relationships
Identify and promote additional products/services to meet client needs
Conduct relationship plan reviews and implement technology solutions for clients
Required qualifications:
Bachelor's degree or 8 years of equivalent experience with 6+ years in DB and DC products
Deep Trust and Custody experience preferred for retirement and non-retirement assets
Post-graduate degree (MA, MS, or MBA) is preferred
Experience in relationship management and sales is required
Proven ability to build relationships with key decision makers in a virtual environment

Relationship Manager - Iowa
Virtual Vocations Inc · New York, NY, USA ·
- Job type:
- Full Time