Relationship Management Director Jobs
By MissionSquare Retirement At California, United States
Deliver proactive account management and direct the overall retention strategy of MissionSquare Retirement's Tier 1 clients
Determine client goals and objectives and develop and manage a strategic business plan towards those objectives
Assist clients with adding products and services to fulfill their needs and meet their plan and fiduciary responsibilities
Highly effective communication and presentation skills.
Significant knowledge of investment products, with an emphasis on deferred compensation, and defined contribution plans
Experience managing a sales force, preferred