Retirement Plan Account Manager
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Job Location:
Monthly Salary:
Posted on:
6 hours ago
Vacancies:
1 Vacancy
Job Summary
Job Summary
Our client is looking for a Retirement Plan Account Manager to drive growth in retirement services expand plan participation and deliver expert financial guidance to clients. Youll play a strategic role in managing retirement plans supporting client engagement and advancing the teams mission through proactive problem-solving and relationship-building.
Responsibilities
- Collaboration: Work closely with leadership and team members to strategize share insights and ensure cohesive teamwork; partner with other departments and outside channel partners to align with company growth targets
- Client Engagement: Coordinate and prepare for client reviews manage enrollments and support compliance testing and government filings
- Employee Support: Provide clear guidance on 401(k) loans and transfers lead educational sessions and conduct one-on-one meetings
- Plan Management: Set up and maintain retirement plans using vendor systems analyze data and recommend plan changes
- Wealth Management: Conduct individual financial planning to help individuals review estate planning life insurance needs annuities long term care solutions and other products
- Relationship Building: Foster strong relationships with colleagues and vendors to enhance communication and service
- Data Integrity: Gather audit and maintain accurate reports and documents
- Communication Excellence: Create and refine materials to ensure clarity and compliance
- Special Projects: Take on projects demonstrating flexibility and commitment to team goals
Requirements
Required Qualifications
- Stellar organizational and prioritizing skills
- Top-notch verbal written and interpersonal communication abilities
- Engaging presentation skills with the ability to address and present complex financial information clearly and professionally
- Talent for building strong relationships with clients and vendors
- Self-starter attitude with flexibility to meet client needs
- Proactive in seeking and implementing improvements
- Proficiency in Microsoft Word Excel and PowerPoint
- Commitment to maintaining confidentiality with demonstrated moral and ethical standards
- Series 6 & 63 qualified (or willing to achieve within a year)
- Experience in administering retirement plans and annual plan reviews for Plan Sponsors
Preferred Qualifications
- At least 2 years of financial or Qualified Retirement Plan experience
- Familiarity with Northwestern Mutual systems and platforms
Benefits
- Hybrid
- Full benefit package offerings
- Salary Bonus (Starting at $75000)
- True account management position other members of the team are the sales experts
Required Skills:
Required Qualifications Stellar organizational and prioritizing skills Top-notch verbal written and interpersonal communication abilities Engaging presentation skills with the ability to address and present complex financial information clearly and professionally Talent for building strong relationships with clients and vendors Self-starter attitude with flexibility to meet client needs Proactive in seeking and implementing improvements Proficiency in Microsoft Word Excel and PowerPoint Commitment to maintaining confidentiality with demonstrated moral and ethical standards Series 6 & 63 qualified (or willing to achieve within a year) Experience in administering retirement plans and annual plan reviews for Plan Sponsors Preferred Qualifications At least 2 years of financial or Qualified Retirement Plan experience Familiarity with Northwestern Mutual systems and platforms
