Retirement Services Account Manager, Newfront

• Minimum of 2+ years of relevant work 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 and be passionate 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
• Required Certifications, Licenses, Registration:
• Series 65 License (preferred or completed within 3 months of start date)
• If you are excited about a role at Newfront but feel you’re missing a few of the qualifications, we still encourage you to apply and tell us about yourself. You may just be the next Newfront team member that we are looking for!

Desirable

• This position is a salaried, exempt and full-time role and will be reporting to an Account Executive
• This position is US-hybrid with the option to work from any of Newfront’s California office locations or hubs in Southern California
• Deliver best in class client service
• Independently manage a minimum of seventy-five (75) 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. Conduct regular check-in meetings with clients
• Prepare regular investment plan review materials. 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 all tasks are completed in a timely manner
• Elevate the end-to-end client experience
• 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
• Be a master collaborator:
• 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 Manager and Account Executives on improvements to elevate clients' experience. Share best practices and ways to contribute to team success
• Keep your finger on the pulse of the retirement industry
• Learn the retirement plan business and find ways to become a client service expert
• Work with vendors to stay current and strategic regarding services, pricing, capabilities, etc
• Other duties and/or responsibilities may be assigned