Job Summary
A financial services company has an open position for a Remote Retirement Account Management Director.
Core Responsibilities Include:
- Serving as a plan administration and compliance subject matter expert in key decisions regarding service levels, policies, and process
- Hiring, developing, inspiring, and supporting a team of Account Managers dedicated to the plan administrator success
- Evolving our service delivery to ensure customer satisfaction, retention, and loyalty
Position Requirements Include:
- Minimum of 7 years of experience in retirement client service leadership
- Qualified 401(k) Administrator (QKA) certification
- Demonstrated tireless customer advocacy and a passion for delivering experience improvements
- Experience with rapid planning, execution, and measurement of operational process improvements
- Prior experience growing and scaling a high-performing team
- Ability to develop KPIs to measure team performance and efficiency on a daily basis
