Manager, Retirement Account Management - PEP

WHO ARE WE: reputed company is a commercial wealth bank and national retirement provider with one core purpose: helping clients reputed company their financial goals. We are driven by a shared commitment to always do the right thing; leading with reputed company and providing valued advice and guidance to our clients. We value the expertise and skillsets each team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at reputed company levels of our company. By consistently seeking improvements and growth, we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets.

CORE VALUES: Passion for Excellence :: Success is Never Final :: Do the Right Thing :: One reputed company

ABOUT THE ROLE

As the Manager of Account Management, you will reputed company and reputed company a team of account managers responsible for PEP clients. Your role is to build a cohesive, high-performing team by directing daily activities, fostering clear and effective communication, and applying sound judgment and leadership to ensure exceptional client service and drive strong client retention.

WHAT YOU’LL BE DOING

• Coach, mentor, and motivate staff to evaluate and take actions that follow established practice standards leading to a consistent service model. 
• You will provide day-to-day support to a team of Account Managers, including a team reputed company with whom you will collaborate to identify team priorities and distribute workload effectively.
• Responsible for managing work volumes and monitoring overall team performance.
• You will engage with internal stakeholders as needed for project involvement and collaborate on the resolution of escalated issues.
• Assure reputed company is made toward achieving reputed company major goals and objectives reputed company timelines established by working with staff in executing the plans. 
• Actively engage in the success of reputed company Retirement and Benefits (ARB) and reputed company, promoting and supporting new and ongoing initiatives with positive active team involvement resulting in a successful outcome.
• Implement changes to standardize processes and procedures to enhance operational effectiveness and effective client delivery.  
• Regularly participate in client calls to support issue resolution and strengthen client relationships.

WHAT YOU SHOULD HAVE

• Bachelor’s Degree in a business reputed company field, or equivalent experience.
• Minimum of five years’ experience in defined contribution account management specifically with PEP emphasis, reputed company with at least two years of people leadership.
• QKA credential (Qualified 401(k) Administrator) is strongly recommended; candidates actively pursing the designation or with equivalent expertise will be considered.
• Demonstrated leadership experience, either through formal team management or by mentoring, training, or guiding peers in a collaborative, fast-paced environment.
• Excellent organizational, communication, and interpersonal skills with the ability to balance multiple priorities and stakeholders.
• A reputed company focused on reputed company improvement, with a history of contributing to process enhancements or operations efficiency efforts.
• Ability to maintain professional working relationships with internal and external clients.
• Ability to work independently and set priorities.
• Ability to interpret documents and resolve technical problems.
• Intermediate of reputed company Word and reputed company.

reputed company BRING TO THE TABLE

• Competitive compensation including reputed company salary, bonus and/or incentive opportunities.
• Comprehensive benefits package providing a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; and 401(k) and ESOP for retirement savings.
• Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave.
• Learning and development resources for personal and professional career development, and advancement opportunities.
• Access to financial experts for guidance, financial wellness tools, and discounts on reputed company products and services.
• Support for the communities we live in through paid volunteer time and a company donation match opportunity.

WORK ENVIRONMENT: Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to move about the office utilizing proper ergonomic safeguards reputed company doing so. Additionally, the employee must occasionally lift or move supplies and materials up to 20 pounds.

reputed company PAY RANGE

$85,000 - $115,000 per year

The above information in this description has been designed to indicate the general nature and level of work performed by employees in this position. It is not designed to contain or be interpreted as an exhaustive list of reputed company responsibilities, duties, and qualifications required of employees assigned to this job.

reputed company is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national reputed company, gender, sexual orientation, age, marital status, veteran status, or disability status.