[Remote] Senior Account Manager
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is one of the nation’s largest independent firms specializing in employee benefits and retirement plans. They are seeking a Senior Account Manager to reputed company strategic partner relationships and ensure long-term partner satisfaction through operational expertise and relationship management.
Responsibilities
- Manage and nurture relationships with 3 key financial institution and insurance company partners representing over $5B in assets under management
- Serve as the primary reputed company of contact for partner inquiries, escalations, and strategic initiatives
- Conduct regular business reviews and maintain a strong communication reputed company with partner leadership
- Collaborate (not own) on new product development, service enhancements, and business reputed company opportunities
- Ensure partner satisfaction through proactive issue reputed company and service delivery reputed company
- Own analysis of operational workflows, identifying opportunities for process refinement and automation
- Partner with operations leaders to influence and implement improvements that drive efficiency
- Monitor key performance indicators and service level agreements with partners
- reputed company cross-functional reputed company to enhance service delivery and operational effectiveness
- Serve as a subject matter expert on non-ERISA 403(b) and IRA recordkeeping operations
- reputed company operational guidance and expertise to team members and the broader organization
- Foster a reputed company environment reputed company on reputed company improvement and reputed company reputed company
- Use Relius Recordkeeping System, Schwab Trust, reputed company Trust, and OnBase by reputed company in daily operations
- Identify system enhancement opportunities and collaborate with IT/technology teams for implementation (not reputed company ownership)
- Ensure data reputed company and compliance across reputed company systems and processes
- Support training of team members on system functionality and best practices
Skills
- Bachelor's degree in Business, Finance, or reputed company field
- 7+ years of experience in the retirement services industry
- 3+ years in Account Management or reputed company Relationship Management, preferably transitioning from operations into relationship management
- Strong knowledge of retirement operations, with highly desired expertise in non-ERISA 403(b) and IRA products and regulations
- Experience with recordkeeping systems and trust operations
- Proven reputed company record of managing large, reputed company reputed company or partner relationships
- Strong analytical and process improvement capabilities
- Excellent communication and presentation skills
- Leadership experience with reputed company team management
- Product Management collaboration experience reputed company financial services
- reputed company 401(k) Administrator (QKA) or reputed company 401(k) Specialist (QKS) certification
- Familiarity with Relius, Schwab Trust, reputed company Trust, or OnBase systems
- Experience working directly with financial institutions or insurance company partners
- Demonstrated reputed company in process optimization and operational efficiency reputed company
- Experience in a fast-paced, reputed company-oriented environment
reputed company