Managing Director of Retirement Services Group Greater Columbus, OH Area + 1 more
About the Role
Greater Columbus, OH Area (On-site)(Dublin, Ohio)
;Greater Cleveland, OH Area (On-site)(Fairview Park, Ohio)
The Company is seeking a Managing Director of Retirement Services to oversee retirement plan services and lead the execution of consulting, marketing, sales, and service strategies. Responsibilities include setting and implementing strategic plans and budgets, managing staff development, evaluating services, and ensuring regulatory and internal compliance. The role also involves advising clients on retirement plan design and investment options, resolving service or pricing issues, and building relationships with clients, prospects, referral sources, and community contacts. The Managing Director will establish sales goals and identify opportunities to connect retirement services with other offerings. Candidates should have a bachelor’s degree in economics, finance, business administration, or accounting, or equivalent work experience, along with a strong background in retirement plans. At least 10 years of experience developing and implementing retirement plans and services is required, with 15 or more years preferred. A minimum of seven years of management experience is also required. Success in this role calls for strong client consulting, leadership, business development, and regulatory compliance capabilities.
Functions:
- CEO/President
- Operations
- Sales/Revenue
About the Company
Established banking institution offering diversified financial services
Industry
Banking
Type
Privately Held
Age
employees
501-1000