[Hiring] Retirement Services Account Executive @Newfront

Role Description

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. 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.

What You’ll Be doing:

• Deliver best in class client service.
• 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.
• Prepare and conduct regular plan reviews with clients. Partner with producer to define agendas; coordinate required materials.
• Take ownership for accuracy and completeness of overall client documentation (ex: meeting minutes, amendments, etc). Ensure timeliness.
• Lead client presentations, understanding the various buyers and personalities in the room to lead the discussion productively, flexing as needed.
• Manage client project plans and lead client calls. Coordinate vendor, internal, and client resources to ensure successful operation of retirement plans, including plan amendments, plan operations, and compliance tasks.
• Take ownership of situation and exercise discretion in determining the appropriate escalation protocol.
• 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.
• Work with vendors to stay current and strategic regarding services, pricing, capabilities, etc.
• Other duties and/or responsibilities may be assigned.

Qualifications

• Minimum of 7+ years of relevant experience is required.
• 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 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.
• 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.
• Maintain knowledge of major industry components by reading industry publications and attending conferences.

Requirements

• General understanding of retirement plan design, features, and best practices.
• 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).

Benefits

The pay range for this position in California, Washington, Colorado and New York at the commencement of employment is expected to be between $82,600 to $129,000/yr; however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. The total compensation package for this position may also include other elements, including a bonus, restricted stock units, and discretionary awards in addition to a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

Company Description

At Newfront, we are committed to hiring diverse talent and supporting an inclusive workplace environment. Newfront is proud to be an equal opportunity workplace. Diversity is in our DNA and we believe that creating an inclusive workplace elevates the value we are able to bring to our customers and employees alike.

If you require reasonable accommodations throughout the application or interview process, please contact us at [email protected].