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8 часов назад

Lead Account Manager - Retirement

69 000 - 82 000$
Формат работы
hybrid
Тип работы
fulltime
Грейд
lead
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Lead Account Manager - Retirement (Retirement Plan Administration): Overseeing administration and servicing of complex retirement plans while building client strategies and resolving operational issues with an accent on relationship management, plan administration, and consultative solutions. Focus on interpreting data across multiple systems, leading strategic client meetings, and driving process improvements for complex retirement plan relationships.

Location: Hybrid in Cedar Rapids, Iowa; applicants must be authorized to work for any employer in the United States.

Salary: $69,000–$82,000 per year, plus potential annual bonus eligibility.

Company

hirify.global is a financial services company providing insurance, retirement, investment, and employee benefit solutions as part of the international Aegon group.

What you will do

  • Oversee administration and servicing of complex retirement plans across multiple markets.
  • Build proactive relationships with clients, financial professionals, Client Executives, and internal service teams.
  • Research issues, interpret data from multiple systems, and negotiate effective problem resolutions.
  • Lead strategic client meetings, provide consultative guidance on products and services, and support client retention and growth.
  • Act as a subject matter expert on recordkeeping, outsourcing, processing capabilities, and retirement plan operations.
  • Lead team projects, process improvements, escalations, coaching, and development activities.

Requirements

  • Bachelor’s degree in business or equivalent education and experience.
  • Eight years of customer relationship experience, including five years in the retirement industry.
  • Expert knowledge of daily retirement plan administration.
  • Advanced presentation, influence, negotiation, and written and verbal communication skills.
  • Proficiency with Microsoft Office tools and advanced Microsoft Excel skills.
  • Authorization to work for any employer in the United States; visa sponsorship is not available.

Nice to have

  • Experience supporting MEPs, PEPs, PEO-sponsored plans, or other pooled retirement arrangements.
  • Experience with recordkeepers, TPAs, payroll providers, PEOs, or retirement consulting organizations.
  • Knowledge of payroll integration, eligibility, compliance, and operational workflows.
  • Experience managing executive-level relationships and large-scale plans involving multiple employers.
  • ASPPA credentials such as QKA, QPA, CPC, or TGPC.

Culture & Benefits

  • Hybrid work environment focused on collaboration, accountability, agility, and customer centricity.
  • Competitive pay, potential bonus, pension plan, 401(k) match, and employee stock purchase plan.
  • Medical, dental, vision, disability, employee assistance, and backup care programs.
  • Paid time off starting at 160 hours annually, ten paid holidays, and eligible parental leave.
  • Tuition reimbursement, career training, wellness programs, employee resource groups, and diversity and inclusion programs.

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