Job Description
Job Description: Job Title: VP, Managing Director The Role As a Vice President, Managing Director in Large Market you will be responsible for building, maintaining, and growing strong and committed client relationships with key decision makers, influencers, and C- suite committee members. The Book-of-Business will be comprised of clients with an array of complexities, challenges, and opportunities. The role is a consultative role, requiring a clear understanding of the business needs and relevant challenges of each client. Client loyalty is developed by seeking feedback, anticipating needs and proactively providing solutions. The Expertise and Skills You Bring We require associates in this role to acquire a Series 7 and 63 within the first 3 months of acquiring the position. We prefer associates to have 8 years of Relationship Management or Client Service experience; preferably within the Retirement/401k industry. Experience with Health and Welfare, Defined Benefits and Stock Plan Services is also helpful, but not mandatory. Relationships Engages key decision makers and advisors/consultants frequently to develop a deeper understanding of client needs and opportunities. Monitors trends impacting client satisfaction within own book of business. Summarizes and communicates to others as needed; develops a response plan to maintain or improve client satisfaction. Maintains proactive awareness of changes in the client's business, their competition, industry, and marketplace, through proactive solicitation and/or research, in order to influence and impact client satisfaction within a book of business. Responsible for external business planning and service reviews to be sure we understand client's goals and objectives. Appropriately position products and services that will help the client achieve their overall benefits goals. </