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AVP, Regional Client Relations
Phoenix, Arizona, United States
$137k-$171k/yr RemoteFull Time
6+ YOE6+ years defined contribution experience; Bachelor's degree or equivalent; FINRA Series 6, 63 and 26; strong leadership and relationship management.
5d
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Retirement Compliance Audit Specialist
Minnesota or North Dakota or Arizona or United States
$55k-$70k/yr RemoteFull Time
3+ YOEBachelor's degree or equivalent experience, 3+ years defined contribution plan compliance or audit experience, QKA preferred, strong organization and communication, Microsoft Office proficiency.
Microsoft Office
1mo
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RVP, Regional Client Relations
Los Angeles or Phoenix or California or United States
$89k-$149k/yr RemoteFull Time
6+ YOEBachelor's preferred; 6+ years financial services (or 3+ years in defined contribution); FINRA Series 6 or 7 and 63; state insurance license; strong analytical, organizational and leadership skills; Salesforce experience.
Salesforce
1mo
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Client Relationship Manager Mid - Market
Chicago or Little Rock or Baton Rouge or New Orleans or Nashville or Mobile or Birmingham or Tampa or Miami or Orlando or Jacksonville or Savannah or Atlanta or Georgia or North Carolina or South Carolina or Florida or Texas or Arizona or California or Colorado or Minnesota or Illinois or Indiana or Iowa or Wisconsin or Michigan or United States
$100k-$157k/yr RemoteFull Time
6+ YOE6+ years in defined contribution client relationship management; FINRA Series 6 or 7 and 63 required; bachelor’s degree; strong client management, negotiation, presentation, and critical thinking skills; travel 25–40%.