Account Manager
Job Summary
Managing an assigned group of distribution relationships, the fully remote Individual Account Manager will serve as the primary point of contact for advisors and TPAs, ensuring client satisfaction and retention through proactive communication and support.
Key responsibilities
- Address a range of requests from advisors, TPAs, and plan sponsors while providing high-level customer service
- Facilitate regular calls with distribution partners to discuss outstanding items and updates on company initiatives
- Coordinate with Sales and internal teams to ensure smooth onboarding and resolution of client-related issues
Required qualifications
- 3-5 years of client relationship management experience, preferably in the retirement industry
- Knowledge of Non-ERISA plans (IRAs, 403b, 457) and financial industry operations
- Experience in coordinating and running client meetings
- Proficiency in Salesforce and Microsoft Office applications
- Strong organizational and time management skills to prioritize workflow effectively
Complete Job Description
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