Retirement Client Analyst; Hybrid Relationships
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-02-24
Listing for:
LGBT Great
Full Time
position Listed on 2026-02-24
Job specializations:
-
Business
-
Finance & Banking
Job Description & How to Apply Below
Location: New York
A financial services firm is seeking a Retirement Analyst in New York, NY, to support its Retirement business. The candidate will manage client relationships, collaborate with internal teams, and help create deliverables. Ideal candidates have up to 3 years of asset management experience, strong organizational skills, and proficiency with CRM tools like Salesforce. The role offers a salary of $80,000-$95,000 and a comprehensive benefits package, including a discretionary bonus and health insurance.
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