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Senior ; k Relationship Director
Job in
Covington, Kenton County, Kentucky, 41011, USA
Listed on 2026-03-04
Listing for:
Fidelity Investments
Full Time
position Listed on 2026-03-04
Job specializations:
-
Management
Client Relationship Manager, Wealth Management
Job Description & How to Apply Below
A leading investment firm in Covington, KY, is seeking a Managing Director to oversee defined contribution business. The role involves managing client relationships, resolving client issues, and building partnerships with Plan Sponsors. The ideal candidate has over 8 years of experience in client service or relationship management, preferably in the retirement industry, along with the necessary certifications such as Series 7 and 63.
This position requires strong communication skills and the ability to strategize effectively.
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Position Requirements
10+ Years
work experience
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