Corporate Client Relationship Director

3 weeks ago


GondrecourtleChâteau, Grand Est, United States Invest or Hire LLC Full time
Key Responsibilities
  • Serve as the main point of contact for Defined Benefit Pension and Health/Welfare and Investment Accounts, managing approximately 20 relationships.
  • Review plan documentation and legal documents as necessary in our serving as Trustee or Custodian for assigned accounts.
  • Prepare analysis and special reporting as needed by clients and their service providers.
  • E nsure accurate approval of monthly account fees.
  • Travel to meet with clients, build on current relationships, and foster trusted partnerships.

We offer a competitive salary range of $130,000 - $190,000 per year, depending on experience. In addition to your base salary, you will receive benefits including medical, dental, and vision insurance, 401(k) matching, and paid time off.



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