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CT Licensed Relationship Manager

Company: VirtualVocations
Location: Las Cruces
Posted on: March 18, 2025

Job Description:

A company is looking for a Relationship Manager to serve as a liaison to retirement plan clients and manage their retirement plans.
Key Responsibilities

Manage client relationships and retention for assigned accounts
Provide day-to-day plan service, vendor oversight, and client advocacy
Conduct Annual Plan Health reviews and coordinate employee education meetings

Required Qualifications

5+ years of financial services or defined contribution experience
Bachelor's degree preferred
State insurance license or willingness to obtain; industry designation such as ASPPA certification preferred
Strong knowledge of retirement plan design, recordkeeping, and compliance
Proficiency in Microsoft Office suite, including Excel, Word, and PowerPoint

Keywords: VirtualVocations, Las Cruces , CT Licensed Relationship Manager, Executive , Las Cruces, New Mexico

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