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Senior Relationship Leader, Retirement & Fiduciary Services
Job in
Owensboro, Daviess County, Kentucky, 42302, USA
Listed on 2026-07-12
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-12
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Jobtailor seeks an experienced Relationship Manager to build and maintain strong client partnerships in the retirement/401(k) space. You will lead internal teams to resolve issues, proactively assess pricing and fees, and ensure clear, compliant client communications.
Ideal candidates have 8+ years in relationship management or client service within financial services, are on track to obtain Series 7 and 63, and can collaborate across service teams to support fiduciary duties and client
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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