A financial services companyHiring

Director, Managing Director - 401K Relationship Manager

  • Remote, United States
  • Full-time
  • Executive
  • Posted 8 days ago
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or apply from Claude / ChatGPT / Muse

In one line

Client-facing role managing retirement plan relationships, focusing on strategic planning and client satisfaction.

About the role

The role involves leading client interactions, resolving issues, and building strong institutional relationships.

At a glance

Pay
Not stated in the posting
Remote scope
Remote, United States
Seniority
Executive
Employment
Full-time
Skills
Relationship Management, Communication
Visa
No sponsorship
Posted
21 Oct 2026
Last checked
29 Oct 2026

What you will do

  • Develop and maintain client relationships
  • Plan and conduct effective client meetings
  • Coordinate internal resources for client solutions

What they look for

  • Series 7 and 63 licenses
  • 3-5 years of relationship management experience
  • Strong communication and problem-solving skills

Nice to have

  • Retirement plan administration experience

How Keywordise applies for you

  1. 1Upload your CVAdd your CV once. It takes about a minute.
  2. 2Tailored to this jobKeywordise writes a CV and a cover letter for this job from your real experience.
  3. 3The form fills itselfName, email, experience and screening questions, field by field.
  4. 4Application sentYou get a receipt and follow it in your dashboard.

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ClaudeConnectorChatGPTConnectorMuseby Meta

Claude

  1. In Claude, open Settings, then Connectors, and choose Add custom connector.
  2. Name it Keywordise and paste the connector URL.
  3. Click Connect, log in to Keywordise and approve. Then send the prompt in a new chat.
Connector URL
https://keywordise.com/mcp

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ChatGPT

  1. In ChatGPT, open Settings, then Connectors. On plans that need it, turn on developer mode first.
  2. Add a new connector with the connector URL and choose OAuth. Leave the client ID and secret empty.
  3. Log in to Keywordise and approve. Then send the prompt in a new chat.
Connector URL
https://keywordise.com/mcp

Disconnect any time in your Keywordise settings.

Muse

  1. Open Muse (muse.ai or the app) and send it the message below.
  2. If Muse asks how to sign in, answer OAuth. Open the sign-in link it sends, log in to Keywordise and approve.
  3. Send the prompt. Muse asks before it sends anything.
Message for Muse
Add a custom connector called Keywordise. It is a remote MCP server at https://keywordise.com/mcp and uses OAuth. Give me the sign-in link.

Muse is available in the US only for now.

Prompt
Apply to Keywordise job yfj6z4a6ah
How to connect

Questions about this job

Is this job fully remote, and from where?

Yes, it is listed as remote, aimed at candidates in the United States.

What does this job pay?

No pay range is stated in the posting.

What experience is needed?

It is an executive role. The posting asks for: series 7 and 63 licenses; 3-5 years of relationship management experience; strong communication and problem-solving skills. Skills it names include Relationship Management, Communication.

How do I apply with Keywordise AI?

Select Apply with Keywordise AI, sign up and upload your CV. Keywordise writes a CV and a cover letter for this job from your real experience and applies for you. The 7-day free trial needs no card.

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