12 дней назад
Manager, Account Management (TAG)
81 000 - 93 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Manager, Account Management (TAG) (Retirement Plans): Managing Account Managers and Account Specialists serving retirement plan sponsors, advisors, and third-party administrators in the institutional market with an accent on escalated issue resolution, client relationships, and team performance. Focus on implementing service strategies, improving workflows, making process decisions, and coaching employees while supporting sales and retention activities.
Location: Cedar Rapids, Iowa, United States; hybrid environment
Salary: $81,000–$93,000 per year, plus potential annual bonus eligibility.
Company
is a financial services company providing insurance, retirement, investment, and employee benefit solutions.
What you will do
- Manage Account Managers and Account Specialists serving retirement plan sponsors, advisors, and third-party administrators.
- Implement service strategies and coordinate team activities against department goals.
- Resolve escalated issues, client complaints, processing errors, and complex relationship matters.
- Approve P&L amounts up to $5,000 and make operational process decisions.
- Develop workflow efficiencies and improvements across recordkeeping and internal systems.
- Recruit, train, coach, mentor, and evaluate employees, including making compensation recommendations.
Requirements
- Bachelor’s degree in business or a related field, or equivalent work experience.
- Seven years of retirement industry experience, including supervisory experience.
- Leadership, critical thinking, decision-making, and communication skills.
- Ability to manage multiple projects and complex relationships.
- Ability to understand technical concepts and explain them to internal and external customers.
- Authorization to work for any employer in the United States is required; visa sponsorship is not available.
Nice to have
- FINRA Series 6.
- ASPPA certifications.
Culture & Benefits
- Hybrid work environment with a focus on collaboration, accountability, and inclusion.
- Comprehensive medical, dental, vision, disability, pension, and 401(k) match benefits.
- Paid time off starting at 160 hours annually and ten paid holidays per year.
- Tuition reimbursement, career training, development opportunities, and employee discounts.
- Paid parental leave, adoption assistance, backup care, wellness programs, and an employee assistance program.
- Employee resource groups, inclusion and diversity programs, volunteer PTO, and matching gifts.
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