Retirement Plan Client Advisor & Relationship Lead
Job in
Sandy, Salt Lake County, Utah, 84092, USA
Listed on 2026-06-01
Listing for:
Digital Insurance LLC
Full Time
position Listed on 2026-06-01
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Digital Insurance LLC is looking for a Client Relationship Manager in Sandy, Utah. This role requires managing strong relationships with retirement plan clients, ensuring satisfaction and value. You will collaborate with plan sponsors, develop customized strategies, and adhere to compliance standards while staying updated on industry trends.
The ideal candidate will have 8+ years of related experience, a relevant degree, and excellent communication skills to foster trusting client relationships. The position also offers various benefits and is suited for a committed professional who can work independently.
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