Retirement Plan Account Manager - Charlotte
Retirement Plan Account Manager for Qualified Retirement PlansCoordinates with Plan Advisor and is responsible for delivering client advisory services.  Those services cover the following areas:Fiduciary education and guidanceInvestment selection and monitoringPlan service, operationsPlan designPlan metricsPlan compliance and legislative guidanceEducation and communicationResponsibilities:Responsible for managing the relationship with the client and ensuring that all NFP services (listed above) are offered in an organized and proactive fashionPrepare and deliver client review materialSchedule all client related meetings and callsInteract with client vendor(s) and ensure service excellenceManage and/or conduct enrollment and participant education programsPromote and develop new business via cross-selling with other internal unitsSupport Sales efforts via participation in prospective client meetingsMaintain and measure all assigned client plan level information for NFP managementEnsure that all assigned client billing is set up properly and coordinate with finance to ensure timely billing
Title: Retirement Plan Account Manager - Charlotte
Salary: None
Description: Retirement Plan Account Manager for Qualified Retirement PlansCoordinates with Plan Advisor and is responsible for delivering client advisory services.  Those services cover the following areas:Fiduciary education and guidanceInvestment selection and monitoringPlan service, operationsPlan designPlan metricsPlan compliance and legislative guidanceEducation and communicationResponsibilities:Responsible for managing the relationship with the client and ensuring that all NFP services (listed above) are offered in an organized and proactive fashionPrepare and deliver client review materialSchedule all client related meetings and callsInteract with client vendor(s) and ensure service excellenceManage and/or conduct enrollment and participant education programsPromote and develop new business via cross-selling with other internal unitsSupport Sales efforts via participation in prospective client meetingsMaintain and measure all assigned client plan level information for NFP managementEnsure that all assigned client billing is set up properly and coordinate with finance to ensure timely billing
Requirements: Associate experience, Bachelor's Degree education
Fraudulent: No