Series 65 Licensed Relationship Manager

Key responsibilities: Develop and manage primary relationships with advisors and channel partners through proactive communication and problem resolution Coordinate the installation of new groups and deliver enrollment and education processes for clients Provide plan design consulting and investment advisory services, ensuring timely updates on industry and regulatory changes

Required qualifications: Bachelor's degree preferred or equivalent combination of education and relevant professional experience 5+ years of demonstrated relationship management experience in the retirement plans field Excellent working knowledge of qualified plans, ERISA, and qualified plan investments Professional certification required: Series 6/7 with Series 63 or Series 65 license must be obtained within 90 days of hire Ability to work in the Pacific Time Zone