Account and Client Manager - Retirement Plans

About the Role

Key Responsibilities

• Own and develop relationships with senior leaders at PEOs, MEP/PEP sponsors, PPPs, and advisor firms.
• Serve as the primary point of contact for senior client stakeholders, responsible for retention strategy and complex issue resolution.
• Bring deep expertise in co-employment, IRS/DOL regulations, and pooled plan operations to strengthen sponsor-adopting employer relationships.
• Identify and implement initiatives like TDF CIT adoption, auto-enrollment, and managed accounts to improve participant outcomes.
• Coordinate across departments to support strategic planning, repricing, and business development efforts.
• Represent Ameritas at industry events, support sales and senior leadership in expanding the pooled plan footprint, and contribute to talent development.
• Serve as a liaison between sales, service, actuarial, and marketing teams to align on pooled plan strategy and execution.

Requirements

• Bachelor's degree or equivalent experience.
• 4-7 years of experience in account/client management, preferably in retirement or pooled plan services.
• Proven ability to build and manage executive-level relationships.
• Deep understanding of the PEO industry, pooled plans, and regulatory landscape.
• Strong communication, problem-solving, and leadership skills.
• Willingness to travel approximately 50% of the time.

Nice to Have

• Experience in retirement or pooled plan services.
• Knowledge of IRS/DOL regulations related to pooled plans.
• Experience working with senior leadership and in business development.

Qualifications

• Educational background including a bachelor's degree or equivalent experience.

Benefits & Perks

• 401(k) Retirement Plan with company match and quarterly contribution.
• Tuition Reimbursement and Assistance.
• Incentive Program Bonuses.
• Competitive Pay.
• Flexible Hybrid work.
• Thrive Days - Personal time off.
• Paid time off (PTO).
• Health Benefits: Medical, Dental, Vision.
• Health Savings Account (HSA) with employer contribution.
• Well-being programs with financial rewards.
• Employee assistance program (EAP).
• Professional development and leadership programs.
• Employee resource groups.
• Matching donations program.
• Paid volunteer time (8 hours per month).
• Generous paid maternity and paternity leave.
• Fertility, surrogacy, and adoption assistance.
• Backup child, elder, and pet care support.