Managed Account Specialist - Retirement Solutions

Location: Remote

Compensation: Salary

Staff Reviewed: Tue, Aug 27, 2024

This job expires in: 18 days

Job Category: Sales

Weekly Hours: Full Time

Career Level: Experienced

Job Summary

A company is looking for a Managed Account Specialist in Retirement Solutions.

Key Responsibilities:

Partner with major client and Managed Account provider to ensure efficient product offering
Manage changes in the program and monitor vendor performance
Evolve service delivery model to meet client fiduciary requirements

Required Qualifications:

Three-five years of Retirement Service experience with Managed Account providers
Expertise in ERISA and related DOL and IRS regulations
Knowledge and experience with retirement plans
Solid computer skills and familiarity with qualified plan systems like TRAC
Ability to work in the local office 6 days per month

COMPLETE JOB DESCRIPTION

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