Retirement Services Team Manager

1 week ago


San Diego, California, United States Marsh McLennan Agency Full time
About the Role

We are seeking an experienced Client Service Executive Leader to join our team at Marsh McLennan Agency. As a key member of our Corporate Retirement Services team, you will be responsible for managing client relationships, developing business strategies, and overseeing team performance.

Key Accountabilities
  • Develop and implement client-centric business strategies to drive growth and retention.
  • Collaborate with internal stakeholders to ensure seamless delivery of services and solutions.
  • Mentor and guide team members to enhance their performance and expertise.
  • Foster strong relationships with clients to understand their evolving needs and preferences.
Requirements and Qualifications
  • A minimum of 7 years' experience in servicing corporate retirement plans.
  • Bachelor's degree preferred, along with relevant industry designations (e.g., FINRA Series 63 & 7, AIF).
  • Proven track record of driving business growth and improving client satisfaction.
  • Excellent leadership and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
Compensation Package

The estimated annual salary range for this role is $110,100 - $175,900, depending on experience and qualifications. We offer a comprehensive compensation package, including health and welfare benefits, tuition assistance, 401K savings, and other retirement programs.



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