Job Title: Senior Account Manager
Reports to: VP of Retirement services
FLSA Status: Exempt
Summary The Senior Account Manager is a leading account management position and will provide a high level of support to the Manager, the service team, and to our clients. The position requires a significant degree of independent judgment and discretion in order to meet those service levels. The Senior Account Manager is also responsible for developing and maintaining relationships with other internal and external business partners.
Essential Duties and Responsibilities:
Conduct Investment analysis and generate performance reporting for Investment Committee Presentations.
Prepare presentations for Investment Committees.
Present investment recommendations to investment committees.
Coordinate and prepare agendas for upcoming investment committee meetings.
Record minutes for investment committee meetings.
Prepare Recordkeeper Market Studies.
Provide information for Retirement Plan Fee Benchmarking.
Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
College degree and two years of job-related experience. Requires defined contribution plan experience.
Ability to read and interpret documents such as insurance policies, Agency policies and procedures, and safety rules. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization. Clear verbal articulation and communication skills to interact with all levels of management.
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Highly organized and ability to multi-task. Ability to work in a team environment.
To perform this job successfully, an individual should have proficient knowledge of agency management software; Internet software; Spreadsheet software, Microsoft Excel, PowerPoint, Word Processing software and Microsoft Outlook. Competent at analyzing data or report information.
Certificates, Licenses, Registrations
Series 6 or 7 and 63