Relationship Advisor - Retirement Services Group

Primary Responsibilities

• Prepares and presents group and individual employee education meetings.
• Provides retirement industry expertise to the plan committee and the participants.
• Identifies and matches client and participant needs with the corporation's lines of business services.
• Collaborates with portfolio managers without actual portfolio management responsibilities.
• Works closely with portfolio managers to discuss investment needs of the client and manages accordingly.
• Provides investment oversight and guidance by providing industry updates, investment reviews, and plan updates.
• Proactively seeks opportunities either through enhancement of current client accounts or acquisition of new clients.
• Stays current on regulatory changes and identifies changes in laws that will affect assigned accounts and reports these changes to the assigned manager.

Qualifications

• BA or BS in relevant field.
• 7+ years of job-related experience.
• Excellent project management skills.
• Excellent communication skills, both written and verbal.
• Excellent organizational, analytical, and interpersonal skills.
• Excellent customer service skills.
• Basic level proficiency in MS Word, MS Excel, and MS PowerPoint.
• Experience in financial services and investment products and services, and knowledge of ERISA laws and their application.
• Preferred ASPPA, AIF, NIPA or other industry appropriate certification.

Skills

• Excellent project management skills.
• Excellent communication skills, both written and verbal.
• Excellent organizational, analytical, and interpersonal skills.
• Excellent customer service skills.
• Basic level proficiency in MS Word, MS Excel, and MS PowerPoint.
• Experience in financial services and investment products and services.
• Knowledge of ERISA laws and their application.
• Preferred ASPPA, AIF, NIPA or other industry appropriate certification.