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Required qualifcations, capabilities and skills:
o Fiduciary and client-focused mindset
o Expert knowledge of retirement plan vehicles, rules and regulations
o Proven presentation and public speaking skills
o Ability to travel and partner with sales force in a variety of client settings
o Understanding of the roles and responsibilities of recordkeepers, consultants, plan sponsors, financial advisors and asset managers
o Demonstrated ability to proactively engage internal stakeholders and share ideas across large and diverse teams in both the institutional and retail spaces
o Advanced degree (i.e. J.D.; CPA) is a plus
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