Account Manager (Overlay product)

📋 Description

• Manage assigned client relationships across Enhanced 3(16), Comprehensive 3(16), and Institutional
• Deliver timely, high-quality customer service and resolve client and advisor issues while
• Serve as the primary Account Manager for key, large, and significant retirement plan clients.
• Interpret plan documents and identify opportunities for improvements, communicating recommendations
• Apply strong knowledge of ERISA, IRS, and Department of Labor requirements governing qualified
• Coordinate with assigned administrators and internal partners to ensure deadlines, compliance

🎯 Requirements

• 5+ years of experience in defined contribution retirement plan compliance and client service.
• At least 1 year of experience as an Account Manager or in a comparable retirement plan
• QKA designation required, or willingness to obtain the designation.
• Strong client relationship management skills with a demonstrated commitment to delivering
• Advanced understanding of retirement plan administration functions and processes.
• Thorough knowledge of ERISA, IRS, and DOL regulations applicable to qualified retirement plans.

🎁 Benefits

• Salary: $75,000 – $90,000 annually, with final compensation determined based on experience, skills
• Work arrangement: Fully remote within the United States.
• Opportunity to manage a diverse portfolio of retirement plan clients, including complex and
• Exposure to Enhanced, Comprehensive, and Institutional 3(16) fiduciary services.
• Opportunities to collaborate with clients, advisors, recordkeepers, administrators, auditors, and
• Opportunities to mentor and support the development of other team members.