Role Summary

This role will oversee a large ($10B+) and highly complex 529 client relationship, ensuring satisfaction, a swift response to client needs, efficient problem resolution, contract and operational compliance, and risk mitigation. Utilizes deep expertise to proactively identify potential growth opportunities that will help achieve client goals. Serves as the central coordinator for all related client activities (client service, investments, marketing, etc.) and provides coaching/guidance to other members of the team to ensure that client needs are consistently met or exceeded.

Responsibilities

• Ensures continued client satisfaction and retention and that overall client needs are met. Advises clients on best practices, organizational solutions, and regulatory changes.
• Promotes and educates on services and offerings to assigned client based on understanding of clients' objectives.
• Directly manages highly complex client projects and oversees the successful execution of client initiatives. Tracks and reports on client metrics. Responsible for the identification and development of appropriate metrics.
• Develop and executes client service strategy for relationships assigned and ensures successful client relationship performance.
• Serves as an expert on best practices, new regulatory requirements, industry trends, and competitor services/offerings. Contributes to developing recommendations on how to integrate these developments into process or policy changes.
• Responsible for executing successful recurring client meetings that include business strategy, marketing, distribution, and investment-oriented topics. Serves as the host and coordinator, responsible for event planning, thoughtful agendas, logistics, and meeting outcomes.
• Collaborates internally with key partners in Investments, Global Product, Marketing, and Fund Operations on critical deliverables across plans. Acts as a strong advocate for the client and a steward of the business.
• Travel required: 3-5 business trips per year (attending industry conferences and hosting client events)

Qualifications

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND
• 8+ years of total relevant work experience
• FINRA Series 7, 63

Preferred:

• Strong verbal and written communication skills (strong executive presence)
• Detail-oriented and strong ability to manage multiple priorities
• Effective collaborator and team player
• Sound analytical skills

FINRA Requirements

FINRA licenses are required and will be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

$99,000.00 - $178,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$99,000.00 - $178,000.00 for the location of: Washington, D.C.
$99,000.00 - $178,000.00 for the location of: New York, California

Placement within the range provided above is based on the individual's relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.

Benefits

We value your goals and needs, at work and in life. As an associate, you'll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.

Featured employee benefits to enrich your life:

• Competitive compensation

• Annual bonus eligibility

• A generous retirement plan

• Hybrid work schedule

• Health and wellness benefits, including online therapy

• Paid time off for vacation, illness, medical appointments, and volunteering days

• Family care resources, including fertility and adoption benefits

Learn more about our benefits.