The Director, Pooled Plan Account Management is responsible for the leadership and direction of the account management teams providing service to retirement plan sponsors, advisors and TPAs within the pooled plan market segment. This leader will work closely with our Client Executives and internal service teams to maintain client satisfaction, drive client loyalty and develop retention strategies.

Responsibilities

  • Design service models to establish metrics, quality indicators and service standards to ensure a high level of customer satisfaction and net promoter score (NPS).
  • Oversee client relationships within assigned accounts.
  • Maintain high levels of client loyalty and retention within assigned accounts.
  • Achieve agreed upon measurable objectives for profitability, client satisfaction, and retention.
  • Develop strong relationships with clients and intermediaries to ensure client satisfaction.
  • Ensure compliance standards are sustained across entire team.
  • Develop service & retention strategies.
  • Drive new business acceptance, client re-pricing and fee waiver processes.
  • Set department/team goals and priorities.

Qualifications

  • Bachelor’s degree in business or related field, or equivalent work experience.
  • 15+ years of retirement industry experience.
  • 10+ years of management experience.
  • Expert knowledge of financial analytics, service metrics and quality indicators.
  • Leadership skills to manage complex relationships, empower teams and drive accountability at all levels.
  • Critical thinking and decision-making skills to manage multiple projects.
  • Communication skills to interact with all levels of the organization.
  • Adaptable to change and able to lead others through change processes.

Preferred Qualifications

  • MBA
  • FINRA Series 6
  • ASPPA certifications

Working Conditions

  • Hybrid office environment (Tuesday-Thursday)

Compensation

  • The Salary for this position generally ranges between $135,000 - $175,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
  • Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.