Account Manager leading content marketing campaigns at Mediaplanet. Combining research, sales, and client management to deliver measurable value to partners.
About the role
- Senior Account Manager at Risk Strategies managing a portfolio of retirement plans with a strong focus on ERISA compliance. Collaborating with trustees and participants to ensure effective service delivery.
Responsibilities
- Manage workflows and communications for retirement plan Trustees and Participants
- Develop analysis on retirement options and performance
- Prepare client presentations and reporting
- Attend client enrollment and ongoing support meetings
- Serve as primary contact for assigned plan sponsors, advisors, and brokers for more complex or sensitive plans
- Act as liaison between plan sponsors and various internal groups
- Promote customer satisfaction through effective service delivery
- Ensure prompt and effective response to all plan sponsor inquiries
- Respond to plan sponsor's requests on a variety of issues, including plan amendments
- Assist with compliance testing
Requirements
- 5+ years of experience working with or servicing 401(k)s & Retirement plans
- 4-year Bachelor's Degree
- Strong attention to detail
Benefits
- medical
- dental
- vision
- disability
- life insurance
- retirement savings
- paid time off
- paid holidays
Job title
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