Retirement Services Account Executive

Newfront

Retirement Services Account Executive managing complex client accounts. Responsible for providing tailored advisory services and maintaining strong client relationships in a remote setting.

Posted 5/14/2026full-timeRemote • California • 🇺🇸 United StatesSeniorLead💰 $82,600 - $129,000 per yearWebsite

About the role

Key responsibilities & impact

Independently manage a minimum of fifty(50) accounts.
Prepare and conduct regular plan reviews with clients.
Lead client presentations and discussions.
Collaborate cross-functionally to ensure successful execution of client deliverables.
Work with vendors to stay current regarding services and pricing.

Requirements

What you’ll need

Minimum of 7+ years of relevant experience is required.
High level of integrity and ethical standards.
Excellent communication skills both verbal and written.
Strong project and task management skills.
Proficient with MS Office and other productivity tools.
Adaptable and flexible, capable of pivoting in response to changing priorities.

Benefits

Comp & perks

Offers Bonus
401(k) eligibility
Various paid time off benefits, such as vacation, sick time, and parental leave

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

communication skillsproject managementtask managementintegrityethical standardsadaptabilityflexibility