We are seeking a Retirement Plan Account Executive to manage and grow an established book of employer-sponsored retirement plans. This client-facing role focuses on fiduciary oversight, plan administration, participant engagement, and long-term client retention.
The Account Executive serves as a trusted partner to plan sponsors, participants, recordkeepers, and third-party administrators, ensuring exceptional service, regulatory compliance, and strong participant outcomes. This role is ideal for a retirement professional who values structure, accountability, and long-term client relationships.
Manage fiduciary reviews, compliance documentation, and retirement plan files
Serve as primary contact for plan sponsors and participants
Conduct enrollment meetings and fiduciary review meetings
Coordinate with recordkeepers and TPAs to resolve service needs
Maintain accurate, real-time CRM and fiduciary system records
Support participant rollovers, roll-ins, and communication initiatives
Experience supporting employer-sponsored retirement plans
Strong understanding of fiduciary processes and compliance
Excellent organizational and communication skills
Client-service mindset with close attention to detail
Professional certification, Series 65 License, is required
Bachelor's degree in Finance, Business Administration, or related field
This role is a strong fit for someone who:
Takes ownership naturally - You don't wait to be remindedclients, files, and follow-ups live in your head (and your system).
Values precision and process - You believe clean files, accurate notes, and disciplined workflows are non-negotiablenot busywork.
Enjoys being client-facing - You're comfortable leading meetings, explaining complex concepts clearly, and building trust with plan sponsors and participants.
Thinks like a fiduciary - You take responsibility seriously and understand the importance of doing things the right way, every time.
Balances service with results - You care deeply about the client experience and understand how engagement, retention, and asset flows connect to business success.
Thrives in a collaborative environment - You show up prepared, contribute to team conversations, and want to be part of something well-run and professional.
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