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VP, Managing Director – Relationship Manager
Job in
Nicholasville, Jessamine County, Kentucky, 40356, USA
Listed on 2026-07-13
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
- Building, maintaining, and growing strong and committed client relationships
- Leading internal team in problem resolution
- Proactively evaluating client pricing and fees for appropriateness
- Collaborating with extended service teams to provide information on fiduciary duties, participant communication and education strategies
- 8 years of Relationship Management or Client Service experience; preferably within the Retirement/401k industry
- Acquire a Series 7 and 63 within the first 3 months
- Experience with Health and Welfare, Defined Benefits and Stock Plan Services is also helpful, but not mandatory
- client relationship management
- problem resolution
- collaboration
- communication
- Series 1
- Series 63
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