Senior Manager, Account Management

Role Overview

Manages a team of Account Managers and Account Specialists providing service to retirement plan sponsors, advisors, and TPAs in the institutional market.

What You Will Do

Set the service strategy, resolve escalated issues, approve P&L amounts, direct team activities, and build proactive relationships with internal and external customers.

Why It Might Be a Fit

The ideal candidate will have leadership skills, critical thinking, decision-making skills, and the ability to grasp technical concepts and explain them to internal and external customers.

Requirements

• Bachelor’s degree in business or related field, or equivalent work experience
• Ten years of retirement industry experience
• Five years of management experience
• Leadership skills to manage complex relationships
• Critical thinking and decision-making skills to manage multiple projects
• Communication skills to interact with all levels of the organization
• Ability to grasp technical concepts and explain to internal and external customers
• Adaptable to change and able to lead others through change processes

Benefits

• Competitive Pay
• Bonus for Eligible Employees
• Benefits Package
• Pension Plan
• 401k Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Employee Discounts
• Career Training & Development Opportunities
• Health and Work/Life Balance Benefits
• Paid Time Off
• Ten paid holidays per year
• Be Well Company holistic wellness program
• Parental Leave
• Adoption Assistance
• Employee Assistance Program
• Back-Up Care Program
• PTO for Volunteer Hours
• Employee Matching Gifts Program
• Employee Resource Groups
• Inclusion and Diversity Programs
• Employee Recognition Program
• Referral Bonus Programs