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Wealth Management

Senior Retirement Plan Relationship Manager

Job in Phoenix, Maricopa County, Arizona, 85003, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-01-02
Job specializations:
  • Management
    Wealth Management
  • Finance & Banking
    Wealth Management
Job Description & How to Apply Below
A financial services company is seeking a Senior Client Service Manager in Phoenix, Arizona, to oversee retirement plan recordkeeping and administration. This role emphasizes building strong client relationships, ensuring satisfaction, and collaborating with internal teams for successful outcomes. Ideal candidates possess extensive experience in managing complex retirement plans and need strong communication and project management skills. Comprehensive knowledge of investment products is required, along with the ability to develop client strategies.
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Position Requirements
10+ Years work experience
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