p>JOB DUTIES • Maintain Salesforce records for assigned accounts • Attend and lead client meetings, coordinate with recordkeeper in advance as needed • Request client materials from Centralized Services or leverage Account Manager support, following required protocols • Review meeting materials for accuracy and de legate effectively to Account Specialists when appropriate • Manage follow-up tasks, including meeti ng minutes, fund changes, and match calculations • Lead client projects, including RFPs, M&A ac tivity, plan consolidations, due diligence, and strategic initiatives • Conduct fee conversations with clients regarding recordkeeping and advisory fees, addressing both reductions and increases as needed • Lead team members in managing overall client relationships • Coach and mentor team members, contribute to national training initiatives, and explore national leadership opportunities, such as leading project or study groups. or B.S. from an accredited university • Series 65 license or ability to obtain within 90 days • 10+ years' experience in in in vestment or financial services • Exceptional verbal, written, and interper sonal communication skills for effective internal and external communication • Strong organizational abilities with high a ttention to detail and the ability to manage competing tasks efficiently and effectively • Ability to collaborate effectively with internal teams • Receptive to constructive feedback and a commitment to continuous improvement • High level of confidence in delivering investment reviews and leading committees to make decisions • Knowledge of the recordkeeper vendor market, including general service offerings and market focus areas • Highly developed technical consulting skills, including expertise in M&A, plan design, and correcting operational failures • In-depth knowledge of additional retirement areas such as Non-Qualified (NQ) plans, PEPs, Defined Benefit plans, and others.