SENIOR ACCOUNT MANAGER (Remote)

SENIOR ACCOUNT MANAGER

Our Client | One of the Nation's Largest Independent, Privately Held Employee Benefits and Retirement Plan Administration Firms

Fully Remote| Exempt |$80,000 to $110,000 | 3% Bonus

Position: Senior Account Manager

Classification: Exempt

Compensation: $80,000 to $110,000 contingent on experience

Bonus: 3% annual performance bonus

Location: Fully Remote

Contact:

ABOUT OUR CLIENT

Our client is one of the nation's largest independent, privately held firms specializing in employee benefits, retirement plans, and all their associated compliance needs

POSITION OVERVIEW

Our client is seeking a Senior Account Manager to oversee strategic partner relationships for their outsourced recordkeeping services, focused on non-ERISA voluntary 403(b), 457, and IRA business. This role blends strategic relationship management with operational expertise, requiring someone who can engage with financial institution partners at a high level and drive process improvements across internal teams. The ideal candidate will serve as the primary liaison for key partners, provide subject matter expertise in retirement operations, and help shape sustainable and scalable processes that ensure long-term partner satisfaction.

PRIMARY RESPONSIBILITIES

Partner Relationship Management

• Manage and nurture relationships with 3 key financial institution and insurance company partners representing over $5 billion in assets under management
• Serve as the primary point of contact for partner inquiries, escalations, and strategic initiatives
• Conduct regular business reviews and maintain a strong communication cadence with partner leadership
• Collaborate on new product development, service enhancements, and business growth opportunities without direct ownership
• Ensure partner satisfaction through proactive issue resolution and service delivery excellence
• Monitor key performance indicators and service level agreements with partners
• Experience working directly with financial institutions or insurance company partners

Operational Excellence and Process Improvement

• Own analysis of operational workflows identifying opportunities for process refinement and automation
• Partner with operations leaders to influence and implement improvements that drive efficiency
• Lead cross-functional projects to enhance service delivery and operational effectiveness
• Foster a collaborative environment focused on continuous improvement and client success
• Identify system enhancement opportunities and collaborate with IT and technology teams for implementation
• Ensure data integrity and compliance across all systems and processes

Subject Matter Expertise

• Serve as subject matter expert on non-ERISA 403(b), 457, and IRA recordkeeping operations
• Provide operational guidance and expertise to team members and the broader organization
• Use Relius Recordkeeping System, Schwab Trust, Matrix Trust, and OnBase by Hyland in daily operations

REQUIRED QUALIFICATIONS

• Bachelor's degree in Business, Finance, or related field
• 7 or more years of experience in the retirement services industry
• 3 or more years in Account Management or Client Relationship Management preferably transitioning from operations into relationship management
• Strong knowledge of retirement operations with expertise in non-ERISA 403(b) and IRA products and regulations
• Experience with recordkeeping systems and trust operations
• Proven track record of managing large and complex client or partner relationships
• Strong analytical and process improvement capabilities
• Excellent written and verbal communication and presentation skills
• Leadership experience with direct team management
• Demonstrated success in process optimization and operational efficiency projects
• Experience in a fast-paced and growth-oriented environment

PREFERRED QUALIFICATIONS

• Familiarity with Relius, Schwab Trust, Matrix Trust, or OnBase by Hyland systems
• Product Management collaboration experience within financial services
• Experience working directly with financial institutions or insurance company partners

WHAT OUR CLIENT OFFERS

• Fully remote work environment
• Compensation of $80,000 to $110,000 contingent on experience
• 3% annual performance bonus
• Best Places to Work USA certified culture
• Opportunity to manage high-value strategic partner relationships representing over $5 billion in assets
• Collaborative and innovation-focused team environment
• Comprehensive benefits package