×
Apply for Jobs Apply for Jobs Post a Job Post a Job Local Jobs Home
Register Here to Apply for Jobs or Post Jobs. X

Senior Institutional Client Manager - Retirement Plans

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: CAPTRUST
Full Time position
Listed on 2026-01-29
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below
A financial services firm is seeking a skilled professional in Charlotte, NC, to enhance client relationships and support financial advisors. The role requires a minimum of 6 years in client services focusing on retirement plans, alongside proficiency in CRM systems. Candidates will contribute to client retention and ensure seamless transitions while creating impactful sales presentations. This position offers a collaborative culture with opportunities for growth and a solid employee benefits package.
#J-18808-Ljbffr
Position Requirements
10+ Years work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)

Job Posting Language
Employment Category
Education (minimum level)
Filters
Education Level
Experience Level (years)
Posted in last:
Salary
Advanced Search