Senior Account Manager, Retirement Services
About The Position
Specializing in providing consulting services to assigned client accounts and is responsible for the day-to-day account management for accounts of moderate to high complexity. Builds, expands, and solidifies relationships with existing clients at all levels within the company. Has retention goals for assigned group of accounts. Assess and prioritizes client needs in a timely manner. Identifies and helps clients to focus on their most critical needs. Sets and communicates clear and realistic expectations. Reviews/approves all key client deliverables. Works closely with Sales to prepare and negotiate fee-based pricing of services and on the transition of the new clients post the completed sales process. Anticipates internal and/or external business challenges and/or regulatory issues; recommends process, product or service improvements. Contributes to the development of functional strategy. Leads project teams to achieve milestones and objectives. May supervise day-to-day work of junior level employees, but does not typically have formal management role.
Requirements
- Bachelor's degree or equivalent from four-year College or technical school; or five years related experience and/or training; or equivalent combination of education and experience.
- Excellent oral, written communication, organizational skills, negotiation and time management skills.
- Excellent presentation skills.
- Experience in defined contribution plan design, governance, compliance, and administration.
- Working knowledge of Microsoft Office Suite.
- Travel required (25%).
- Series 65 license required or open to obtaining within the first 6 months of employment.
Nice To Haves
- Master's degree or professional certification preferred.
- 5 years related experience in professional services businesses.
Responsibilities
- Providing consulting services to assigned client accounts
- Day-to-day account management for accounts of moderate to high complexity
- Building, expanding, and solidifying relationships with existing clients at all levels within the company
- Achieving retention goals for assigned group of accounts
- Assessing and prioritizing client needs in a timely manner
- Identifying and helping clients to focus on their most critical needs
- Setting and communicating clear and realistic expectations
- Reviewing/approving all key client deliverables
- Working closely with Sales to prepare and negotiate fee-based pricing of services and on the transition of the new clients post the completed sales process
- Anticipating internal and/or external business challenges and/or regulatory issues; recommends process, product or service improvements
- Contributing to the development of functional strategy
- Leading project teams to achieve milestones and objectives
- Supervising day-to-day work of junior level employees
Benefits
- Medical/dental/vision plans, which start from day one!
- Life and accident insurance
- 401(K) and Roth options
- Tax-advantaged accounts (HSA, FSA)
- Educational expense reimbursement
- Paid parental leave
- Digital mental health services (Talkspace)
- Flexible work hours (availability varies by office and job function)
- Training programs
- Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
- Charitable matching gift program
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
