Retirement Services Account Executive

Newfront's Retirement Services team is seeking a Retirement Services Account Executive to develop, communicate, and service client needs, and retain high-touch, complex accounts through robust relationship management. The role involves working in a fast-paced environment, collaborating with the team to provide unique and tailored solutions for client’s retirement plan offering.

Requirements

• Deliver best in class client service
• Independently manage a minimum of fifty accounts.
• Build strong relationships with primary client contacts.
• Prepare and conduct regular plan reviews with clients.
• Elevate the end-to-end client experience.
• Collaborate cross functionally to ensure successful execution of client deliverables and target Service Level Agreements (SLAs).
• Work with vendors to stay current and strategic regarding services, pricing, capabilities, etc.
• Proactively identify challenges and opportunities for improvement.
• Develop and implement strategies to optimize team performance and achieve client success.
• Keep your finger on the pulse of the retirement industry

Benefits

• 401(k) eligibility
• Various paid time off benefits
• Vacation
• Sick time
• Parental leave