White Plains, CT 06807
Growing organization with a solid industry reputation is looking for an experienced retirement plan relationship manager. Will be involved with managing existing relationships, as well as, trying to establish new business relationships.
~5+ years of retirement plan relationship management experience
~FINRA licensing is required
~Ideal candidate will have experience with a target market between $5- $20 million in assets
~Any sales experience is desired
One of Mark Twain's quotes, "Find a job you enjoy and you will never have to work a day in your life" pretty much summarizes my career at CPS, Inc. I have the privilege of putting the puzzle pieces together for a candidate's career aspirations and a company's hiring needs. Each piece has to fit perfectly in order for it to be a complete match. I love the challenge!
My areas of expertise include Retirement Plans (DC, DB Non-qualified) and Wealth Management. I work with individuals that serve as Administrators to people that are in a Supervisory or a Sales/Service capacity. Our assignments cover the entire United States.
Outside of the office, I love to spend time with my family, play ice hockey or golf and listen to music.