The Strategic Relationship Manager is responsible for providing retirement plan clients and partners strategic plan management, investment management, and client service. This role serves as both an internal and external resource to support retirement plan clients and help navigate day to day service with 3rd party partners. This is an independent role which requires travel to client locations for presentations to plan administrators and plan par...
The Strategic Relationship Manager is responsible for providing retirement plan clients and partners strategic plan management, investment management, and client service. . This role serves as both an internal and external resource to support retirement plan clients and help navigate day to day service with 3. rd. party partners. . This is an independent role which requires travel to client locations for presentations to plan administrators and p...