Senior Defined Contribution Account Manager

If you excel at solving your clients’ the company(k) problems, you deserve better than a job that is just “okay”. Do you want the flexibility and convenience of working from home? Are you looking for a position with career advancement opportunities? Are you tired of working many hours of overtime? If so, the company may have a “wow” position for you!

Overview of the Position

The company is looking to fill fully remote Senior Defined Contribution Account Manager positions. We will provide you with a home office set-up including a computer and a phone. The company has been offering remote work for over 10 years. We offer a great work experience for our remote employees!

We are in the process of transforming our Account Manager positions to focus more on review and client/advisor service. Our Account Manager position is supported by a strong implementation group, plan document team, special projects team, and loan and distribution department. Our Account Managers are organized into teams that work toward firm goals with special recognition given to individuals with exceptional performance. Each Team Leader schedules weekly calls to discuss upcoming deadlines and developments within the company and the industry.

About the company

The company is a vibrant third party non-producing administration firm. We have a nationally recognized sales team allowing us to grow continuously and provide career advancement opportunities for our professionals.

What the company Offers You

This position supports a great work-life balance with a 37.5 hour work week, generous PTO, and overtime pay. We also financially support professional designations and offer regular, recurring, professional training. We offer a competitive compensation package including medical insurance, dental insurance, disability insurance, life insurance, the company(k) plan, and an HSA.

Job Responsibilities

• Maintain client and advisor relationships with a high active client retention rate

• Maintain a caseload of more complicated plans

• Perform escalated work product review for other team members

• Manage and prioritize your workload towards weekly goals in a results-oriented team environment

• Exemplify superior client service and the ability to consult with clients regarding plan operation and design

• Proactively communicate with clients and investment advisors about new industry developments

• Work with other the company departments, record-keepers, and advisors to ensure a great client experience

• Perform work according to the company policies and procedures

Qualifications

• Ten or more years of the company(k) plan administration experience

• NIPA or ASPPA credentials

• College degree

• Superior knowledge of ADP/ACP, 415, 410(b), Top Heavy and the company(a)(4) non-discrimination testing

• Superior knowledge of the company(a)4 and controlled group testing; mergers and acquisitions experience

• Excellent written and verbal communication skills

• Excellent time management, organizational skills, and ability to multi-task

• Ability to proactively and independently manage a book of business

• Excellent organizational skills

• High level of critical thinking

• Committed to lifelong learning and coachable

Compensation and Benefits

• Base Salary $100,000 - $125,000

• Salaried, non-exempt

• Medical, dental, disability, and life insurance

• Paid time off

• the company(k) plan with employer match

Work Location/Hours

• Work from home

• Must work from USA and be authorized to work for any US employer

• We will supply all necessary computer equipment

• 37.5-hour work week

• You may choose a start time between 7:30 am and 8:30 am

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