Remote Principal Retirement Plan Client Account Executive

Location: Pacific Time, Eastern Time
Compensation: To Be Discussed
Staff Reviewed: Sun, Feb 26, 2023
This job expires in: 7 days

Job Summary

A software development firm needs applicants for an opening for a Remote Principal Retirement Plan Client Account Executive.

Core Responsibilities of this position include:

  • Serving as executive business owner for the assigned book of business
  • Establishing strong rapport with client leadership-level contacts
  • Developing and executing relationship plans

Position Requirements Include:

  • 15+ years of relevant retirement plan industry experience
  • 3+ years of prior relationship management experience
  • Have obtained an MBA or attained equivalent relevant work history
  • Understand and employ best-in-class project management approaches, frameworks and concepts
  • Bring deep domain expertise and strong working understanding of ERISA
  • Demonstrate an in-depth knowledge of financial products

COMPLETE JOB DESCRIPTION

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