Account Manager – Commercial Lines, Real Estate
Acrisure
Director – 401K Relationship Manager
skillventory - A Leading Talent Research Firm
full-time
Posted on:
Location Type: Hybrid
Location: Westlake • New Jersey, Texas • 🇺🇸 United States
Visit company websiteJob Level
Lead
About the role
- Manage a book of business of defined contribution.
- Be the primary contact for the client and work in a team structure.
- Manage, educate, and resolve client issues.
- Build relationships and meet the needs of Plan Sponsors.
- Analyze the client's investment architecture and provide appropriate alternatives.
- Facilitate discussions with clients regarding legal, regulatory and design issues across the plan.
Requirements
- College degree preferred or equivalent work-related experience.
- Series 7 & 63 must be obtained within 120 days of hire.
- 8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industry.
- Your retirement plan record keeping and administration experience.
- Your relationship management experience.
- Excellent verbal and written communication skills.
- Excellent organization and time management skills and attention to detail.
- Demonstrated problem-solving skills.
- Effective presentation skills, influence and negotiation skills.
- Ability to verify client agreement about the issues and options before implementing solutions.
- Ability to develop, manage and maintain strong client relationships.
- Strong partnerships based on shared commitment to mutual goals.
- Ability to set the strategic direction for the plan and demonstrate ownership and accountability for the client relationship.
- Ability to act as the client’s 'trusted advisor'.
- Ability to plan and conduct effective in-person and/or phone meetings.
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Remote work options
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
retirement plan record keepingadministration experienceinvestment architecture analysis
Soft skills
relationship managementclient serviceverbal communicationwritten communicationorganizationtime managementattention to detailproblem-solvingpresentation skillsnegotiation skills
Certifications
Series 7Series 63
