View All Jobs, Sorted by Date

Relationship Manager

Executive Search - CPS Inc

in Remote / Irvine CA / New Orleans LA / Chicago IL / Lake Oswego OR / Aurora CO

National provider with knowledgeable professionals and leading technology that ensures a quality customer experience.

• Responsibility for retention of clients, primarily 401k with some 403b and DB.
• Facilitate meetings with key decision makers to drive results.
• Lead plan, investment, and fiduciary reviews
• Consult on plan design.
• Deliver employee enrollment meetings on a backup basis.
• Participate in final sales presentations.
• Support FINRA licensing and professional designations

How to Apply

Forward resumes to sanderson@cps4jobs.com

View All Jobs, Sorted by Date

Manage This Listing (employer only)