Relationship Manager

This role serves as the dedicated focal point for existing big and elite advisor plan clients and their financial advisors, focusing on relationship management, product enhancements, and plan retention. The position involves providing consultative advice, troubleshooting issues, and coordinating with internal departments to ensure a successful service experience. Responsibilities include developing strategies for non-elite advisors, cross-selling revenue opportunities, and maintaining proficiency with regulatory and compliance aspects of the relationship management function.