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Wealth Management

Senior Retirement Plan Client Lead - Strategy & Service

Job in Phoenix, Maricopa County, Arizona, 85003, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-01-11
Job specializations:
  • Management
    Wealth Management
Job Description & How to Apply Below
A leading financial services firm in Phoenix, Arizona is seeking an experienced Senior Client Service Manager to oversee client relationships for retirement plans. The ideal candidate has over 10 years of experience with complex plans, excellent communication skills, and a strong understanding of investment products. This role requires collaboration with various teams and a commitment to client satisfaction, making it essential for the candidate to thrive in a dynamic environment.

Competitive benefits and growth opportunities are offered.
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Position Requirements
10+ Years work experience
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