Relationship Manager - Retirement Plan Services

Trust Point Inc.•Minneapolis, MN

24d•Hybrid

About The Position

Join Trust Point Inc. as a Full-Time Relationship Manager in Retirement Plan Services, where your passion for client interaction can thrive! In this role, you will engage directly with clients, nurturing relationships that truly matter. You'll have the opportunity to present tailored solutions and insights, making a genuine impact on individuals and organizations alike. With 3-5 years of experience, your expertise will shine as you connect with diverse clients, addressing their unique retirement needs. Enjoy the flexibility of a hybrid schedule, empowering you to maintain work-life balance while still delivering exception customer service. If you're energized by helping people and excited about making a difference in the finance industry, this is the perfect opportunity for yo! You can get great benefits such as medical, Dental, 401(k), Health Savings Account, Paid Time Off and free snacks. Apply today to be part of a professional and customer-focused team that values your input and creativity. DAY TO DAY AS A RELATIONSHIP MANAGER, RETIREMENT PLAN SERVICES As a Full-Time Relationship Manager in Retirement Plan Services as Trust Point Inc., you will play a crucial role in delivering timely and accurate information to our valued clients. Your expertise will shine as you advise both individual and corporate clients on the design and administration of various qualified and non-qualified retirement plans. You will also have the exciting opportunity to present education sessions to both small and large teams, empowering them with the knowledge they need to make informed decisions about their retirement options. This position allows you to leverage your communication skills and financial knowledge to foster strong relationships and ensure client satisfaction in a dynamic and rewarding environment.