Client Relationship Manager - Retirement Plan Consultant

HUB International

Denver, CO, United States
$105,000 to $135,000 annually; not specified; heal...
On-site
Proactive client relationship management
Presenting quarterly investment reports
Working with vendor partners
Build, maintain, and strengthen relationships with retirement plan clients and external partners

Job Summary

  • Build, maintain, and strengthen relationships with retirement plan clients and external partners.
  • Present quarterly investment reports and work closely with vendor partners in servicing clients.
  • This is a hybrid role, requiring three days per week in the office.

Matching Summary

Build, maintain, and strengthen relationships with retirement plan clients and external partners.

Salary

$105,000 to $135,000 annually; Not specified; health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits

Skills & Requirements

Must-have

  • Proactive client relationship management
  • Presenting quarterly investment reports
  • Working with vendor partners
  • Microsoft Office proficiency

Nice-to-have

  • Team player with positive attitude
  • Independent problem-solving skills
  • Experience with Salesforce or client databases

Key Requirements

  • 2-5 years of relevant experience
  • Bachelor's degree (4-year degree)
  • Securities licensing (Series 65) required or within 60 days
  • Experience with retirement plans (401(k), 403(b), etc.)

Work Rights

Not specified

Tailored Resume

Cover Letter