CT Licensed Relationship Manager
Company: VirtualVocations
Location: Las Cruces
Posted on: March 18, 2025
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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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