What are the responsibilities and job description for the Senior Relationship Manager, 401K and Retirement Services position at Boston Wealth Strategies?
Company Description
Boston Wealth Strategies, a 2023 Inc. 5000 recognized firm, is a leading private wealth management firm in Boston dedicated to empowering individuals, families, and business owners with bespoke financial strategies. Specializing in serving the unique needs of the Biopharma and Biotech sectors, Boston Wealth Strategies provides holistic financial planning services beyond traditional wealth management.
Role Description
This is a full-time hybrid role for a Senior Relationship Manager, 401K and Retirement Services at Boston Wealth Strategies. The role is located in Needham, MA with some work from home flexibility. The Senior Relationship Manager will be responsible for developing and maintaining 401K and retirement service relationships, providing guidance to small business in various sectors, and enhancing employer and employee services.
Qualifications
- Strong relationship management and client service skills
- In depth Knowledge of 401K and retirement services client service process
- Experience working in the financial services industry
- Excellent communication and presentation skills
- Ability to analyze complex financial information
- Bachelor's degree in Finance, Business, or related field
- Experience in small business