Account Manager

ABOUT OUR CLIENT

Our client is one of the nation's largest independent, privately held firms specializing in employee benefits, retirement plans, and all their associated compliance needs. Since 2008, they have grown by acquiring over 60 local and national firms that have been trusted members of their communities for decades. They hold the coveted "Best Places to Work – USA," certification and serve more than 22,000 employer groups and 3.6 million plan participants nationally.

Position Overview

We are seeking a Senior Account Manager to oversee strategic partner relationships for our outsourced recordkeeping services, focused on non-ERISA voluntary 403(b), 457, and IRA business. This role blends strategic relationship management with operational expertise, requiring someone who can both engage with financial institution partners at a high level and drive process improvements across internal teams. The ideal candidate will serve as the primary liaison for key partners, provide subject matter expertise in retirement operations, and help shape sustainable, scalable processes that ensure long-term partner satisfaction.

Responsibilities

Manage and nurture relationships with 3 key financial institution and insurance company partners representing over $5B in assets under management

Serve as the primary point of contact for partner inquiries, escalations, and strategic initiatives

Conduct regular business reviews and maintain a strong communication cadence with partner leadership

Collaborate (not own) on new product development, service enhancements, and business growth opportunities

Ensure partner satisfaction through proactive issue resolution and service delivery excellence

Own analysis of operational workflows, identifying opportunities for process refinement and automation

Partner with operations leaders to influence and implement improvements that drive efficiency

• Monitor key performance indicators and service level agreements with partners
• Lead cross-functional projects to enhance service delivery and operational effectiveness

Serve as a subject matter expert on non-ERISA 403(b), 457, and IRA recordkeeping operations

• Provide operational guidance and expertise to team members and the broader organization
• Foster a collaborative environment focused on continuous improvement and client success

Use Relius Recordkeeping System, Schwab Trust, Matrix Trust, and OnBase by Hyland in daily operations

Identify system enhancement opportunities and collaborate with IT/technology teams for implementation (not direct ownership)

• Ensure data integrity and compliance across all systems and processes
• Support training of team members on system functionality and best practices

Qualifications & Skills

• Bachelor's degree in Business, Finance, or related field
• 7+ years of experience in the retirement services industry

3+ years in Account Management or Client Relationship Management, preferably transitioning from operations into relationship management

Strong knowledge of retirement operations, with expertise in non-ERISA 403(b) and IRA products and regulations

Experience with recordkeeping systems and trust operations

• Proven track record of managing large, complex client or partner relationships
• Leadership experience with direct team management
• Familiarity with Relius, Schwab Trust, Matrix Trust, or OnBase systems
• Experience working directly with financial institutions or insurance company partners

ADDITIONAL INFORMATION

• Compensation: $80k-$110k plus 3% Bonus
• 100% Remote