Newfront

Retirement Services Account Executive

Remote - USA · Senior · Full-time

Sponsorship not specified$83k-$129kDetected 70 days ago

SalesAccount ManagementExcelM&ACommunicationTime ManagementPublic SpeakingAdaptabilityMicrosoft OfficeCFA

About the role

This position is responsible for development, communication, and service needs for our Clients, and for retaining high-touch, complex accounts through robust relationship management.
Newfront's Retirement Services team is among the best in the country, providing advisory services to some of the Bay Area's fastest growing companies.
Our team prides itself on enabling each team member to grow and advance in their role and within the organization.

Independently manage a minimum of fifty(50) accounts. Anticipate client needs. Drive retention and identify opportunities for up-sell.
Build strong relationships with primary client contacts. Ensure day-to-day needs are met.
Deliver best in class client service
Lead client presentations, understanding the various buyers and personalities in the room to lead the discussion productively, flexing as needed.
Collaborate cross functionally to ensure successful execution of client deliverables and target Service Level Agreements (SLAs). Be a team player and contribute to a culture of growth.
Proactively identify challenges and opportunities for improvement. Develop and implement strategies to optimize team performance and achieve client success.
Collaborate with other Account Executives on improvements to elevate clients' experience. Share best practices and ways to contribute to team success.
Our team also encourages and supports each team member to get involved in corporate and community initiatives unrelated to the role itself.
Manage client project plans and lead client calls.
Collaborate cross functionally to ensure successful execution of client deliverables and target Service Level Agreements (SLAs).

Minimum of 7+ years of relevant experience is required.
Ability to communicate across stakeholders and levels.
Strong project and task management skill set with an ability to prioritize.
Exceptional time management skills and the ability to navigate demanding schedules, priorities and high volumes.
Excellent at multi-tasking and ability to meet deadlines.
High level of integrity and ethical standards, maintaining confidentiality and handling sensitive client information appropriately.
Superior sense of urgency
Demonstrate ability to take initiative, identify areas for improvement, and take necessary actions to drive results.
Excellent communication skills both verbal and written. Ability to communicate across stakeholders and levels. Excel at taking complex concepts and articulating simply.
Strong ability to partner and collaborate with peers and leaders.
Proficient with MS Office and other productivity tools. Be tech forward with a willingness to innovate, disrupt, and learn new tools.
Thrive at working in a fast-paced environment.
Adaptable and flexible, capable of pivoting in response to changing priorities and needs. Excellent at multi-tasking and ability to meet deadlines.
Have a growth mindset and be a continuous learner. Have a passion for retirement and a desire to stay abreast of industry developments.
Ability to forge relationships and build trust with clients, carriers and internal stakeholders.

General understanding of retirement plan laws and regulations, retirement plan annual compliance testing, and Form 5500 filings.
Experience consulting on impact of corporate mergers and acquisitions on retirement plans.
CFA, CFP, QKA, other financial designations a plus.
Series 65 License (preferred or completed within 1 month of start date).

General understanding of retirement plan laws and regulations, retirement plan annual compliance testing, and Form 5500 filings.

Working in this role means working in a fast-paced environment and collaborating with the team to provide unique and tailored solutions for our client's retirement plan offering.
Coordinate vendor, internal, and client resources to ensure successful operation of retirement plans, including plan amendments, plan operations, and compliance tasks
Keep your finger on the pulse of the retirement industry
Newfront (a WTW company) embraces a flexible work environment and supports employees working remotely, hybrid, or in-office.

This listing is sourced directly from Newfront's careers page and normalized into a canonical job model.