Senior Retirement Services Account Manager

1 week ago


King of Prussia, Pennsylvania, United States Disability Solutions Full time
Value Proposition

At Disability Solutions, our core values shape our culture and drive us to improve lives. Our team members are the foundation of our organization, and every achievement we celebrate starts with their dedication. We are committed to positively impacting our communities, fostering a culture of continuous growth, work-life balance, and inclusivity. We embrace a digitally enabled work environment to enhance the experiences of both our employees and clients.

Overview

The Relationship Manager will oversee the most intricate Retirement Services client partnerships as designated. This role is pivotal in retaining and expanding current relationships while also acquiring new clients. The individual will be accountable for the management of client partnerships and the provision of all products and services through Disability Solutions.

Responsibilities
  • Deliver a consistent and integrated client experience by executing Disability Solutions' value proposition effectively. Ensure the reliable delivery of Retirement Services relationship management to assigned clients. Collaborate with internal teams to guarantee seamless service delivery and uphold client satisfaction. Initiate activities and strategies to retain and grow Retirement Services client relationships and boost revenue for Disability Solutions. Responsible for organizing, documenting, and implementing the Retirement Services client relationship strategy.
  • Enhance and broaden existing Retirement Services client relationships by identifying cross-selling opportunities for Disability Solutions services and collaborating across the organization to achieve outcomes. Build relationships with internal and external influencers to create an effective referral network for new prospects. Engage in community and business activities to elevate the image and standing of Disability Solutions. Coordinate responses to Requests for Proposals for assigned Retirement Services accounts and potential new business. Provide technical sales support for new business development. Meet annual sales objectives. Mentor and train junior Retirement Services Relationship Managers. Serve as a Retirement Services technical resource for other Relationship Managers regarding specific administrative, leadership, or management functions as assigned.
  • Ensure that assigned accounts are managed in accordance with the governing account documents. Complete all necessary reviews and reports promptly and accurately. Analyze assigned Retirement Services accounts for their efficient and effective operation. Advise clients, both employee and corporate, on the design and administration of assigned accounts. Interact with Retirement Services client contacts to maintain their trust while upholding fiduciary responsibilities. Address routine inquiries from clients regarding trust services, investments, and administrative matters, and escalate complex issues to superiors.
  • This role may involve coaching and managing junior staff members.


Qualifications

Education

Bachelor's Degree or equivalent experience in a relevant field. (Required)

Experience

A minimum of 10 years in Institutional Retirement Services relationship management, including new client acquisition, retention, and servicing institutional retirement plans. (Required)

In-depth knowledge of ERISA, defined contribution, and defined benefit plans. (Required)

Certifications

AIF and QKA certifications are preferred.

Other Duties as Assigned by Manager

This role may involve additional responsibilities as assigned by management. Every employee is responsible for understanding and adhering to all company compliance programs, regulations, and policies, as well as completing all compliance training assignments on time. This includes recognizing compliance risks affecting their department and ensuring adherence to applicable laws and regulations.

Pay Transparency

To promote transparency, we disclose base salary ranges for all job postings. Salary ranges are determined based on the position, function, and responsibilities, benchmarked against similar companies in our industry. Specific compensation will be based on factors such as the candidate's knowledge, skills, experience, and relevant credentials. The salary range may vary by geographic location.

The salary range for this position is $84,000 to $140,200 annually.

Additional Compensation Components

This position is eligible for equity in the form of restricted stock units and may participate in a short-term incentive compensation plan based on individual and company performance.

Benefits

As part of our Total Rewards program, Disability Solutions offers a comprehensive benefits package for eligible employees. This includes medical plans with prescription coverage, flexible spending accounts or health savings accounts, dental and vision insurance, life insurance, a 401(k) program with employer matching, an Employee Stock Purchase Plan, paid time off including holidays and volunteer time, disability insurance, maternity and parental leave, adoption assistance, educational support, and a robust wellness program with financial incentives. For more information on eligibility for these programs, please visit our Benefits & Wellness page.

EEO Statement

Disability Solutions is an equal opportunity employer committed to providing equal employment opportunities for all qualified individuals. We will recruit, hire, train, and promote individuals in all job titles and ensure that all personnel actions are administered without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, veteran status, or any other legally protected status.

Sponsorship Statement

As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Disability Solutions.

  • King of Prussia, Pennsylvania, United States Disability Solutions Full time

    Value PropositionAt Disability Solutions, our core values shape our mission and drive us to improve lives. Our team members are the foundation of our organization, and every achievement we reach starts with their dedication. We are devoted to making a meaningful difference in our communities. We foster a culture of ongoing development, work-life balance, and...


  • King of Prussia, Pennsylvania, United States Disability Solutions Full time

    Value PropositionAt Disability Solutions, our core values shape our identity and inspire us to make a meaningful difference in the lives of those we serve. Our team members are the foundation of our organization, and every achievement we celebrate begins with their dedication. We are devoted to fostering a positive influence in our communities, promoting a...


  • King of Prussia, Pennsylvania, United States Disability Solutions Full time

    Value PropositionAt Disability Solutions, our core values shape our identity and drive our mission to enhance lives. Our workforce is the cornerstone of our organization, and every achievement we celebrate is rooted in their dedication. We are devoted to fostering a positive influence in our communities, embracing a culture of ongoing education, work-life...


  • King of Prussia, Pennsylvania, United States Disability Solutions Full time

    Value PropositionAt Disability Solutions, our core values shape our identity and drive our mission to enhance lives. Our workforce is the foundation of our success, and we are dedicated to fostering a positive influence in our communities. We advocate for a culture that emphasizes ongoing education, work-life balance, and inclusivity. Our digitally empowered...


  • King of Prussia, Pennsylvania, United States Disability Solutions Full time

    Value PropositionAt Disability Solutions, our core values shape our identity and our culture motivates us to positively influence lives. Our workforce is the foundation of our organization, and every achievement we attain is rooted in their dedication. We are united in our mission to foster a beneficial impact within our communities. We advocate for a...


  • King of Prussia, Pennsylvania, United States Truist Full time

    Job DescriptionJob Summary:The Senior Account Manager will be responsible for independently marketing smaller and/or less complex accounts, exercising independent decisions relating to client analysis of coverage, recommending coverage needs, and suggesting new lines of coverage for existing clients.Key Responsibilities:Build and maintain key client and...


  • King of Prussia, Pennsylvania, United States JobRialto Full time

    Job Summary:The Senior Accountant coordinates and prepares financial transactions and activities with assigned Corporate Accounting functions such as general ledger, intercompany transactions, accounts payable, accounts receivable, budgets, financial reporting, or other assigned accounting functions in accordance with sound accounting standards, practices,...


  • King of Prussia, Pennsylvania, United States Beacon Hill Full time

    Position Overview:Our client, a rapidly expanding bio-pharmaceutical organization, is in search of a Senior Staff Accountant on a contract-to-hire basis. This role offers a unique opportunity to work closely with the Controller, fostering both professional development and growth within a supportive and engaging workplace.Compensation:$33-37/hour + 1.5x...


  • King of Prussia, Pennsylvania, United States Beacon Hill Full time

    Position Overview:Our client, a rapidly expanding bio-pharmaceutical organization, is in search of a Senior Staff Accountant on a contract-to-hire basis. This role will report directly to the Controller and offers an excellent opportunity for professional development and growth.Work Environment:This position is situated in a casual and collaborative setting,...


  • King of Prussia, Pennsylvania, United States Beacon Hill Full time

    Position Overview:Our client, a rapidly expanding bio-pharmaceutical organization, is in search of a Senior Financial Accountant on a contract-to-hire basis. This role will report directly to the Controller, offering an exceptional opportunity for professional development and advancement. The work environment is casual, enjoyable, and collaborative—an...

  • Senior Tax Manager

    1 week ago


    King of Prussia, Pennsylvania, United States Qlik Full time

    About the RoleWe are seeking a highly skilled Senior Tax Manager to join our team at Qlik. As a key member of our tax department, you will be responsible for leading our tax accounting and compliance initiatives.Key ResponsibilitiesAssume ownership of corporate tax returns prepared by external advisors, ensuring compliance with tax filing deadlines and tax...

  • Senior Tax Manager

    1 day ago


    King of Prussia, Pennsylvania, United States Qlik Full time

    Job SummaryWe are seeking a highly skilled Tax Manager to join our team at Qlik. As a key member of our tax department, you will be responsible for leading our tax accounting and compliance initiatives.Key ResponsibilitiesAssume ownership of corporate tax returns prepared by external advisors, ensuring compliance with tax filing deadlines and tax...


  • King of Prussia, Pennsylvania, United States Worldwide Insurance Services Full time

    Job DescriptionWorldwide Insurance Services is seeking a highly skilled Client Services Specialist to join our Individual Sales team.Job Summary:The Client Services Specialist will be responsible for managing the member experience as a form of year-round retention for our broker community. This role will be accountable for customer and broker satisfaction,...


  • King of Prussia, Pennsylvania, United States Jobot Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Client Services Associate to join our team at Jobot. As a key member of our financial services firm, you will be responsible for managing client relationships, providing exceptional service, and supporting our financial advisors in delivering comprehensive wealth management solutions.Key...


  • King of Prussia, Pennsylvania, United States Contingent Professionals Full time

    Job Title: IT Senior Project ManagerLocation: King of Prussia, PennsylvaniaExperience: 10-15 yearsGeneral Purpose:The IT Senior Project Manager implements and monitors a variety of medium to large-scale projects, working with IT team members and the end-user community.Primary Responsibilities (Essential Functions):Manage medium to large-scale enterprise-wide...


  • King of Prussia, Pennsylvania, United States Universal Health Services, Inc. - Corporate Office - Remote Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Corporate Risk Manager of Quality and Data Analytics to join our team at Universal Health Services, Inc. - Corporate Office - Remote. This is a remote opportunity that requires a strong background in risk management, quality improvement, and data analysis.Key ResponsibilitiesLead the...


  • King of Prussia, Pennsylvania, United States Baldwin Risk Partners Full time

    Job SummaryBaldwin Risk Partners is seeking a highly skilled Insurance Account Manager to join our team. As an Insurance Account Manager, you will be responsible for managing day-to-day activities of client accounts, including policy review, changes and updates, contract reviews, and financial statements related to the client's insurance.Key...


  • King of Prussia, Pennsylvania, United States Beacon Hill Full time

    Position Overview:We are seeking a highly skilled Senior Accountant/Accounting Manager to become a vital part of our financial team. This role involves overseeing various accounting functions to ensure accuracy and compliance.Key Responsibilities:Manage the monthly closing procedures to ensure timely financial reporting.Conduct comprehensive financial...


  • King of Prussia, Pennsylvania, United States Beacon Hill Full time

    Position Overview:We are seeking a highly skilled Senior Accountant to enhance our internal accounting team. This role is essential for ensuring the accuracy and integrity of financial reporting and compliance.Key Responsibilities:Manage the monthly closing procedures to ensure timely and accurate financial statements.Conduct financial reporting and perform...


  • King of Prussia, Pennsylvania, United States Reliance Matrix Full time

    Job SummaryWe are seeking a highly skilled and experienced National Client Manager to join our team at Reliance Matrix. As a key member of our organization, you will be responsible for managing and owning the overall client relationship, delivering exceptional customer experiences, and driving business growth.Key ResponsibilitiesClient Relationship...