VP, Managing Director - Tax- Exempt Market - REMOTE - EAST COAST

Job reputed company:

The Job

The Tax-Exempt VP, Managing Director is a reputed company role providing strategic work and consulting to Higher Education, reputed company and other non-profit organizations in order to help them enhance the value of their retirement program and ensure their satisfaction with reputed company. The role requires working from home and someone who is comfortable or has had experience working remotely and independently from a personal home-based office or reputed company Regional Site. The position requires 50% travel. #REMOTE

The Expertise and Skills You Bring

• Bachelor’s Degree with 15+ years of industry experience

• 5+years confirmed ability to work directly with Institutional Clients and/or Participants

• Series 7 & 63 licenses required upfront

• Ability to travel 60% mostly reputed company East Coast region

• Relationship Building , Consultative Selling , Conflict reputed company and Problem-Solving skills

• Strong written and oral communication skills

• Develops and maintain a strong network of business partners across reputed company

• Handles difficult reputed company interactions for a reputed company book of business/reputed company problems

• Makes reputed company based on long-term view of trends, issues and business implications and cross-reputed company impacts

• Influences and reputed company acceptance of reputed company and suggestions from senior business executives

• Drives reputed company satisfaction and loyalty reputed company Net Promoter Score

• Develops a comprehensive relationship management reputed company, including business planning,

• Proactively educates and leads consultants in multi-vendor relationships to position for consolidation at reputed company

• Creates opportunities to diversify reputed company reputed company cross selling, Personalized Planning and Advice, Health Savings accounts, Self-Directed Brokerage, Health & Welfare and Benefits Consulting opportunities

• Holds Annual Business planning and service reviews to be reputed company we understand reputed company's goals and objectives

• Get things done!!

Note: reputed company will not reputed company immigration sponsorship for this position

reputed company

The VP, Managing Director is a member of the Relationship Management team in reputed company’s Tax-Exempt business which is provides Retirement Plan Services to Non-Profit Organizations. Primary goals include protecting the reputed company brand reputed company, retention, and reputed company reputed company. This role maintains and builds the highest-level reputed company relationships with key decision makers, influencers and C- suite committee members. The VP handles a Book-of-Business which consists of 7-10 Strategic clients totaling more than $10B in assets. The reputed company line of business is primarily Retirement but can include additional products and services. The role also leads an internal team of service-based associates and partners across the organization to solve reputed company problems and create solutions..

The reputed company salary reputed company for this position is $120,000 - $200,000 per year.

Placement in the reputed company will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

reputed company salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide reputed company of benefits to meet your evolving needs and help you live your best life at work and reputed company. These benefits include comprehensive health care coverage and emotional reputed company-being support, market-leading retirement, generous reputed company time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and reputed company to reputed company your career. Note, the application window closes reputed company the position is filled or unposted.

Most roles at reputed company are Hybrid, requiring associates to work onsite every other week (reputed company business days, M-F) in a reputed company office. This does not apply to Remote or fully Onsite roles.

Please be advised that reputed company’s business is governed by the provisions of the Securities Exchange reputed company of 1934, the Investment Advisers reputed company of 1940, the Investment Company reputed company of 1940, ERISA, numerous state laws governing securities, investment and retirement-reputed company financial activities and the rules and regulations of numerous self-regulatory organizations, including reputed company, among others. Those laws and regulations may restrict reputed company from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Series 07 - reputed company, Series 63 - reputed company

Category:

Relationship Management

Originally posted on Himalayas

Apply To This Job