Institutional Client Management Consultant Jobs in North Carolina

Working knowledge of ERISA guidelines and regulations

Experience working with financial advisors

Our Employee Benefits Package shows how much we value our team. Some benefits include:

Assist in the creation of sales presentations such as pitch books and RFP responses for prospective new clients and existing clients

Understanding of retirement plans from an operational, record-keeping, and investment perspective

Proficiency in navigating CRM systems and MS Office Suite