SENIOR ACCOUNT MANAGER (Remote)

SENIOR ACCOUNT MANAGEROur Client | One of the Nation's Largest Independent, Privately Held Employee Benefits and Retirement Plan Administration FirmsFully Remote| Exempt |$80,000 to $110,000 | 3% Bonus

Candidates should take the time to read all the elements of this job advert carefully Please make your application promptly.
Position: Senior Account ManagerClassification: ExemptCompensation: $80,000 to $110,000 contingent on experienceBonus: 3% annual performance bonusLocation: Fully RemoteContact:
ABOUT OUR CLIENT
Our client is one of the nation's largest independent, privately held firms specializing in employee benefits, retirement plans, and all their associated compliance needs
POSITION OVERVIEW
Our client is seeking a Senior Account Manager to oversee strategic partner relationships for their outsourced recordkeeping services, focused on non-ERISA voluntary 403(b), 457, and IRA business. This role blends strategic relationship management with operational expertise, requiring someone who can engage with financial institution partners at a high level and drive process improvements across internal teams. The ideal candidate will serve as the primary liaison for key partners, provide subject matter expertise in retirement operations, and help shape sustainable and scalable processes that ensure long-term partner satisfaction.
PRIMARY RESPONSIBILITIES
Partner Relationship Management
Manage and nurture relationships with 3 key financial institution and insurance company partners representing over $5 billion in assets under managementServe as the primary point of contact for partner inquiries, escalations, and strategic initiativesConduct regular business reviews and maintain a strong communication cadence with partner leadershipCollaborate on new product development, service enhancements, and business growth opportunities without direct ownershipEnsure partner satisfaction through proactive issue resolution and service delivery excellenceMonitor key performance indicators and service level agreements with partnersExperience working directly with financial institutions or insurance company partners
Operational Excellence and Process Improvement
Own analysis of operational workflows identifying opportunities for process refinement and automationPartner with operations leaders to influence and implement improvements that drive efficiencyLead cross-functional projects to enhance service delivery and operational effectivenessFoster a collaborative environment focused on continuous improvement and client successIdentify system enhancement opportunities and collaborate with IT and technology teams for implementationEnsure data integrity and compliance across all systems and processesSubject Matter Expertise
Serve as subject matter expert on non-ERISA 403(b), 457, and IRA recordkeeping operationsProvide operational guidance and expertise to team members and the broader organizationUse Relius Recordkeeping System, Schwab Trust, Matrix Trust, and OnBase by Hyland in daily operations
REQUIRED QUALIFICATIONS
Bachelor's degree in Business, Finance, or related field7 or more years of experience in the retirement services industry3 or more years in Account Management or Client Relationship Management preferably transitioning from operations into relationship managementStrong knowledge of retirement operations with expertise in non-ERISA 403(b) and IRA products and regulationsExperience with recordkeeping systems and trust operations xzbcwsv Proven track record of managing large and complex client or partner relationshipsStrong analytical and process improvement capabilitiesExcellent written and verbal communication and presentation skillsLeadership experience with direct team managementDemonstrated success in process optimization and operational efficiency projectsExperience in a fast-paced and growth-oriented environment
PREFERRED QUALIFICATIONS
Familiarity with Relius, Schwab Trust, Matrix Trust, or OnBase by Hyland systemsProduct Management collaboration experience within financial servicesExperience working directly with financial institutions or insurance company partners
WHAT OUR CLIENT OFFERS
Fully remote work environmentCompensation of $80,000 to $110,000 contingent on experience3% annual performance bonusBest Places to Work USA certified cultureOpportunity to manage high-value strategic partner relationships representing over $5 billion in assetsCollaborative and innovation-focused team environmentComprehensive benefits package

Remote working/work at home options are available for this role.