Retirement Account Executive (Finance)

TL;DR

Retirement Account Executive (Finance): Managing and growing relationships with employer retirement plan clients with an accent on strategic consulting, fiduciary support, and investment advisory services. Focus on conducting deep-dive plan assessments, leading RFPs, and optimizing plan design to meet client objectives.

Location: Hybrid work (North America/USA)

Company

A global professional services firm providing business insurance, employee health, benefits, and retirement solutions to organizations and individuals.

What you will do

• Act as the primary point of contact and trusted advisor for a portfolio of retirement plan clients.
• Conduct comprehensive plan assessments reviewing design, service providers, fees, and compliance risks.
• Lead RFPs, vendor selection, and plan conversions, coordinating with carriers and recordkeepers.
• Provide customized investment guidance, education, and fiduciary support to plan sponsors.
• Present findings and strategic recommendations to senior stakeholders using benchmarking and market data.
• Collaborate across practices to identify business expansion opportunities and generate referrals.

Requirements

• 5+ years of experience in retirement plan consulting, design, or recordkeeping/TPA.
• Technical expertise in retirement plan administration, fiduciary responsibilities, and investment analysis.
• Ability to translate complex benchmarking data into pragmatic, consultative recommendations.
• Excellent verbal and written communication skills, with experience briefing senior leadership.
• Proficiency with Microsoft Office and standard reporting/benchmarking tools.

Nice to have

• Bachelor’s degree.
• AIF® certification or equivalent industry experience.
• Prior experience managing RFPs and vendor selection processes.

Culture & Benefits

• Hybrid work arrangement.
• Generous time off, including personal and volunteering days.
• Tuition reimbursement and professional development opportunities.
• Stock purchase opportunities and charitable contribution match programs.
• Inclusive, award-winning workplace culture focused on colleague well-being.