Senior Relationship Leader, Retirement & Fiduciary Services

Jobtailor seeks an experienced Relationship Manager to build and maintain strong client partnerships in the retirement/401(k) space. You will lead internal teams to resolve issues, proactively assess pricing and fees, and ensure clear, compliant client communications.
Ideal candidates have 8+ years in relationship management or client service within financial services, are on track to obtain Series 7 and 63, and can collaborate across service teams to support fiduciary duties and client

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