Job Description
As a member of the North American Intermediary sales team, the primary responsibility of the Retirement Analyst is to support the firm's Retirement business, including the Defined Contribution Investment Only (DCIO) Business Development professionals and senior Retirement Relationship Managers.
Responsibilities:
Support Business Development professionals and Relationship Managers in all aspects of building and maintaining client partnerships with Retirement Clients including: All types of retirement focused advisors but also Recordkeeping Platforms, Trust Companies, TPAs, and other home offices
Develop strong relationships with internal firm groups to articulate, process and resolve client requests and manage deadlines. Ensure a superior client experience by coordinating deliverables with legal, compliance, operations, client service, reporting, marketing, RFP, and portfolio management teams
Drive internal process improvement and ...
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