Retirement Services Account Executive

Marsh McLennan•Dallas, TX

6d•Hybrid

About The Position

The Retirement Services Account Executive at Marsh McLennan Agency manages and grows relationships with employer retirement plan clients — delivering strategic retirement plan consulting, implementation support, and ongoing fiduciary and investment advisory services. You’ll combine deep technical knowledge of plan design, investments, and compliance with strong client-facing skills to drive exceptional service, help clients meet their objectives, and support new business growth. Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Retirement Account Executive at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MRSH). A day in the life. As our Retirement Account Executive on the Retirement Plan Services team, you’ll be the primary point of contact and trusted advisor for a portfolio of retirement plan clients, owning the relationship and working closely with plan sponsors and their leadership teams. You’ll conduct deep-dive plan assessments—reviewing design, service providers, fees, investments, compliance risks, and participant behavior—to create objective, goals‑aligned recommendations. You’ll lead RFPs, vendor selection, and plan conversions, coordinating implementation with carriers, recordkeepers, TPAs, and internal specialists to keep transitions smooth. Ongoing, you’ll provide investment advisory and fiduciary support—customized investment guidance, education, plan reviews, regulatory & legislative updates, and issue resolution—then present findings and recommendations to senior stakeholders using benchmarking and market data. You’ll also tap Marsh McLennan Agency’s cross-practice resources to articulate our full value, spot expansion opportunities, and help grow the business through referrals and business development activities.

Requirements

5+ years of retirement plan consulting & design, recordkeeping/third-party administration, or related industry experience.
Strong technical expertise in retirement plan design, administration, fiduciary responsibilities, and investment line-up analysis.
Demonstrated ability to deliver consultative client service.
Demonstrated ability to translate benchmarking and data into pragmatic recommendations.
Excellent verbal and written communication and presentation skills.
Comfort briefing senior leadership.
Proficiency with Microsoft Office and common reporting/benchmarking tools.

Nice To Haves

Bachelor’s degree.
AIF® certification or equivalent experience.
Prior experience managing RFPs, recordkeeper/vendor selection, and plan conversions.

Responsibilities

Manage and grow relationships with employer retirement plan clients.
Deliver strategic retirement plan consulting, implementation support, and ongoing fiduciary and investment advisory services.
Act as the primary point of contact and trusted advisor for a portfolio of retirement plan clients.
Conduct deep-dive plan assessments, reviewing design, service providers, fees, investments, compliance risks, and participant behavior.
Create objective, goals-aligned recommendations.
Lead RFPs, vendor selection, and plan conversions.
Coordinate implementation with carriers, recordkeepers, TPAs, and internal specialists.
Provide investment advisory and fiduciary support, including customized investment guidance, education, plan reviews, regulatory & legislative updates, and issue resolution.
Present findings and recommendations to senior stakeholders using benchmarking and market data.
Tap Marsh McLennan Agency’s cross-practice resources to articulate full value.
Spot expansion opportunities and help grow the business through referrals and business development activities.