ACCOUNT MANAGER, Retirement Plan (*REMOTE - Anywhere*)

Chicago, IL 60606 | Fully Remote

Posted: 09/22/2022 Industry: Employee Benefits & Retirement Services Job Number: 11.18 1 KEF Pay Rate: $60,000 - $100,000 Experience: Mid-Senior Level

Job Description

* * REMOTE * *

RETIREMENT PLAN ACCOUNT MANAGER

  • Build and management institutional retirement plan relationships with plan sponsors.
  • Serve as primary client liaison.
  • Consult with plan sponsors and financial advisors on all plan provisions, interpret plan documents and conduct plan reviews

 

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Job Requirements

* * REMOTE * *

RETIREMENT PLAN ACCOUNT MANAGER

  • 5+ years Retirement Plan industry experience
  • ASPPA designations preferred and supported (QKA, QPA, ERPA, etc.)
  • Excellent communication and prioritization skills
  • Exceptional ERISA knowledge

 

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Meet Your Recruiter

Kristine Fornek
Executive Recruiter / Market Specialist

SPECIALTIES:  All ERISA related positions including: Defined Contributions, Defined Benefits / Pension, Non-Qualified, Actuarial, Sales, Service, Communications, Compliance, Implementation, Investments, ESOP, 401(k) Recordkeeping, Financial Advisors, Wealth Management, Wholesaling, Executive Level, etc.

EXPERIENCE:  My area of specialty includes: Defined Benefits, Defined Contributions, Non-Qualified, Actuarial, Taft-Hartley, Investments, Insurance, Trust and Health & Welfare and Annuity.

The levels of candidates that I place include Recordkeepers, Compliance Specialists, Installation/Implementation Specialists, Service/Enrollment Specialists, Sales (Pension Wholesalers, Direct Sales, DCIO), Client Relationship Managers, ERISA Attorneys, Pension Actuaries as well as Management, Director, VP and C-level positions.  We also place Investment professionals, Analysts, Portfolio Managers, Financial Advisors & Brokers.

I’M IN THIS BUSINESS BECAUSE:  There’s no better feeling than helping someone realize their goals by assisting them in advancing their career.  I love making that connection!  My goal is to consistently build long lasting relationships with both my clients and my applicants.

CLIENTS CAN COUNT ON ME BECAUSE:  I pride myself on the quality of my work and I truly CARE about their needs.  The better I know them, the better my understanding is as to who would fit their needs.

HOBBIES: Golf, travel, stained glass, mosaics, volunteering, cooking, active with church.

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