Series 7 & 63 Licensed 401K Manager
Company: VirtualVocations
Location: San Diego
Posted on: January 27, 2025
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Job Description:
A company is looking for a Managing Director - 401K Relationship
Manager.
Key Responsibilities
Serve as the primary contact for clients, managing relationships
and addressing their needs
Analyze clients' investment architecture and provide appropriate
alternatives
Coordinate internal resources to deliver analysis and
recommendations on plan design alternatives
Required Qualifications
College degree preferred or equivalent work-related experience
Series 7 & 63 certifications required
8+ years of Relationship Management or Client Service experience in
the Retirement/401K industry
Experience in retirement plan record keeping and administration
Proven relationship management experience
Keywords: VirtualVocations, Temecula , Series 7 & 63 Licensed 401K Manager, Executive , San Diego, California
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