Retirement Services Account Executive

TL;DR

Retirement Services Account Executive: Manage high-touch, complex retirement accounts for fast-growing Bay Area companies with an accent on client retention, relationship building, and up-sell opportunities. Focus on conducting plan reviews, leading presentations, coordinating vendors for plan operations, and ensuring compliance.

Location: US-remote or hybrid with option to work from hirify.global offices

Salary: $82.6K – $129K (base, offers bonus)

Company

Industry-leading provider of insurance, risk management, employee benefits, and retirement advisory services.

What you will do

• Independently manage 50+ accounts, anticipate needs, drive retention and up-sell opportunities.
• Build strong client relationships, handle day-to-day needs, prepare and conduct plan reviews.
• Lead client presentations and calls, manage project plans, coordinate resources for plan operations and compliance.
• Collaborate cross-functionally to meet SLAs, identify improvements, share best practices.
• Stay current on retirement industry trends, vendors, services, and pricing.

Requirements

• 7+ years relevant experience
• Excellent communication, project/task management, time management skills.
• Strong collaboration, adaptability, growth mindset, passion for retirement industry.
• Proficiency in MS Office and productivity tools.
• Series 65 License (preferred or within 1 month of start)

Nice to have

• Understanding of retirement plan design, laws, regulations, compliance testing, Form 5500.
• Experience with corporate mergers/acquisitions impact on plans.
• CFA, CFP, QKA or other financial designations.

Culture & Benefits

• Flexible work environment: remote, hybrid, or in-office.
• Full benefits including medical, 401(k), paid time off (vacation, sick, parental leave).
• Bonus, restricted stock units, discretionary awards.
• Opportunities for growth, involvement in corporate/community initiatives.
• Inclusive workplace committed to diversity.