Retirement Account Manager

Retirement Account Manager   

The retirement account manager plays a critical role on the retirement consulting team as it relates to the overall client experience. This position would work to develop and establish strong relationships with all clients, fiduciaries, and service providers (CPAs, actuaries, attorneys, financial advisors and 401(k) record-keepers) to improve service level, client satisfaction, and ensure overall plan administration compliance. Additionally, this role is responsible for leading the onboarding/implementation process for new clients.

Job Summary

  • Develop and establish strong relationships with all clients, fiduciaries, and service providers (CPAs, actuaries, attorneys, financial advisors, and 401(k) record-keepers to improve service level, client satisfaction, and to ensure plan administration is in compliance
  • Work with plan sponsor to promote best practices in retirement plan design, trends, benchmarking, and tools available for retirement readiness to meet client goals and objectives
  • Participate in client meetings/sales calls, committee meetings, or financial plan reviews as required
  • Onboarding/implementation of new plans – once plan is in place, set up RPAG files that document and comply with DOL, IRS, and employer specifications
  • Provide service to clients for resolution of distributions, audit prep, billing, and eligibility issues, as well as inquiries relating to retirement plans
  • Maintain client records through an internal system
  • Work with the department to produce effective marketing proposals for new and existing clients; assist with the implementation of new clients and new lines of business for existing clients; ensure renewal information from carriers is received in a timely manner; work with clients for smooth transitions
  • Work with vendors to obtain plan information, plan documents, plan design information, and marketing materials; ability to interpret and analyze this information
  • Be current on Federal and State legislation regarding retirement plants, ERISA, DOL, and IRS
  • Work with the accounting department and to ensure accurate billing and commission records and process monthly direct bill commission statements
  • Pursue a program of personal and professional development
  • Comply with corporate-mandated initiatives including, but not limited to, quality control

Minimum Requirements

  • Bachelor’s or master’s degree in finance, business administration, economics, or related field
  • Excellent attention to detail, team player, and ability to perform timely and accurate work
  • Excellent communication and presentation skills
  • Ability to develop and maintain relationships
  • Experience with RPAG software, Salesforce preferred
  • Excellent Microsoft Office skills
  • QKA and/or CPC certification preferred

 Physical Requirements

  • Use a keyboard and computer monitor on a constant basis 7-8 hours per day
  • Communicate in-person and via telephone on a constant basis 7-8 hours per day
  • Sit or stand at a desk 7-8 hours per day

This job description is not an all-inclusive statement of the duties and responsibilities of the position listed above. Other appropriate duties may be required.

QCI offers a competitive base pay, incentive bonus potential, and a comprehensive benefits package.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), sexual orientation, gender identity, age, national origin, disability, genetic information or veteran status, or any other status protected under federal, state, or local law.

If interested, kindly submit your resume to jobs@e-qci.com