State Auto-IRA Relationship Manager
fprime capitalKing of Prussia, PA
State Auto-IRA Relationship Manager
fprime capitalKing of Prussia, PA
8 days ago
Occupations
Personal Financial AdvisorsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelProject Management SpecialistsIndustries
Pension FundsCustom Computer Programming ServicesPortfolio Management and Investment AdviceAbout the role
Vestwell, a fintech powering retirement savings, is seeking a Relationship Manager for State Auto-IRA Programs. You will work with state clients to understand objectives and develop success plans enabling Vestwell to meet those goals.
You will lead partner relationships, coordinate with Product, Engineering, Marketing, and Legal, and help drive program launches and ongoing administration while ensuring value delivery.
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JOB OVERVIEW
Experience level
Mid
Location
King of Prussia, PA
Occupation
Personal Financial Advisors
Industry
Pension Funds
Posted
8 days ago
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