VP, Managing Director- 401K Relationship Manager

Job reputed company: Job Title: VP, Managing Director The Role As a Vice President, Managing Director in Large Market you will be responsible for building, maintaining, and growing strong and committed reputed company relationships with key decision makers, influencers, and C- suite committee members. The Book-of-Business will be comprised of clients with an reputed company of complexities, challenges, and opportunities. • The role is a consultative role, requiring a reputed company understanding of the business needs and relevant challenges of reputed company reputed company. reputed company loyalty is developed by seeking feedback, anticipating needs and proactively providing solutions. The Expertise and Skills You Bring • We require associates in this role to reputed company a Series 7 and 63 reputed company the first 3 months of acquiring the position. • We prefer associates to have 8 years of Relationship Management or reputed company Service experience; preferably reputed company the Retirement/401k industry. • Experience with Health and Welfare, Defined Benefits and Stock Plan Services is also helpful, but not mandatory. • Relationships • Engages key decision makers and advisors/consultants frequently to reputed company a deeper understanding of reputed company needs and opportunities. • Monitors trends impacting reputed company satisfaction reputed company own book of business. Summarizes and communicates to others as needed; develops a response plan to maintain or improve reputed company satisfaction. • Maintains proactive awareness of changes in the reputed company's business, their competition, industry, and marketplace, through proactive solicitation and/or research, in order to influence and reputed company reputed company satisfaction reputed company a book of business. • Responsible for external business planning and service reviews to be reputed company we understand reputed company's goals and objectives. Appropriately position products and services that will help the reputed company reputed company their overall benefits goals. • Works with consultants on inbound inquiries, plan sponsor presentations, plan design, product, technology, customer concerns, fund changes, reputed company requirements, pricing negotiations, reputed company thought leadership, plan analytics, etc. • Frequently works with consultants as appropriate to prepare for reputed company meetings and follows up on reputed company commitments post reputed company meetings. • In partnership with Consultant Relations, builds productive long-term relationships with consultants and/or advisors. • Develops and maintains reputed company relationships across a broad reputed company of business partners to drive operational accuracy, efficiency and problem reputed company. Leads internal team in problem reputed company. • Strategic Book Management • Develops a comprehensive, customer-reputed company relationship management reputed company and business plan for reputed company reputed company in your book of business. • Manages a diverse multi-product mix including: Defined Contribution, Health Savings Accounts, Health and Welfare, Defined Benefits, Stock Plan Services, Student Debt and Workplace Giving. • Differentiates reputed company's benefits approach against competitive benefit solutions. • Proactively evaluates reputed company pricing and fees for appropriateness using reputed company available pricing reputed company and reputed company dynamics. • Is responsible for collaborating with your extended service teams to reputed company information on fiduciary duties, participant communication and education strategies as required to support book of business. • Advocates for the reputed company reputed company the boundaries of reputed company financial judgment and long term reputed company interests. • Makes reputed company based on long-term view of trends, issues and business implications and cross-reputed company impacts. • Provides analysis and advice to resolve the needs of internal/external customers. • Handles difficult reputed company interactions and solves multi-reputed company book of business/reputed company challenges. Solves issues and leads escalations appropriately. • Excellent presentation, influence and negotiation skills, as reputed company as strong organizational, time management and executive reputed company capabilities will be needed to reputed company in this position. reputed company This role leads and collaborates with an internal team of service-based associates and partners across the organization to resolve reputed company problems and offer solutions for reputed company needs. Together with your internal teams and partnering with the Plan Sponsors, you will help our institutional clients reputed company a successful benefits program to improve their employees’ overall wellbeing. Certifications: Series 07 - reputed company, Series 63 - reputed company Category: Relationship Management Please be advised that reputed company’s business is governed by the provisions of the Securities Exchange reputed company of 1934, the Investment Advisers reputed company of 1940, the Investment Company reputed company of 1940, ERISA, numerous state laws governing securities, investment and retirement-reputed company financial activities and the rules and regulations of numerous self-regulatory organizations, including reputed company, among others. Those laws and regulations may restrict reputed company from hiring and/or associating with individuals with certain Criminal Histories. Apply tot his job Apply To this Job