Manager - Retirement Services

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. Our team prides itself on enabling each team member to grow and advance in their role and within the organization. We encourage and support involvement in corporate and community initiatives. Working in this role means collaborating in a fast-paced environment to provide unique and tailored solutions for our clients’ retirement plan offerings. Newfront is a team of risk and reward advisors providing industry-leading services and resources in insurance, risk management, employee benefits, and retirement programs.

Responsibilities

• Deliver best-in-class client service by independently managing a minimum of fifty (50) accounts, anticipating client needs, driving retention, and identifying upsell opportunities.
• Build strong relationships with primary client contacts and ensure day-to-day needs are met.
• Prepare and conduct regular plan reviews with clients, partnering with producers to define agendas and coordinate required materials.
• Take ownership of the accuracy and completeness of client documentation (e.g., meeting minutes, amendments) and ensure timeliness.
• Lead client presentations, adapting to various buyers and personalities to drive productive discussions.
• Manage client project plans and lead client calls, coordinating vendor, internal, and client resources for successful retirement plan operations, including plan amendments and compliance tasks.
• Exercise discretion in determining escalation protocols and take ownership of situations as needed.
• Collaborate cross-functionally to ensure successful execution of client deliverables and meet Service Level Agreements (SLAs).
• Proactively identify challenges and opportunities for improvement, developing strategies to optimize team performance and client success.
• Share best practices and collaborate with other Account Executives to elevate the client experience.
• Stay current on retirement industry trends by working with vendors on services, pricing, and capabilities.
• Other duties and/or responsibilities may be assigned.

Requirements

• Minimum of 7+ years of relevant experience.
• High level of integrity and ethical standards, with the ability to handle sensitive client information confidentially.
• Superior sense of urgency; ability to take initiative and drive results.
• Excellent verbal and written communication skills, with the ability to articulate complex concepts simply.
• Strong project and task management skills, with the ability to prioritize and manage demanding schedules.
• Exceptional time management and multitasking abilities, with a track record of meeting deadlines.
• Strong ability to partner and collaborate with peers and leaders.
• Proficient with MS Office and other productivity tools; tech-forward with a willingness to innovate and learn new tools.
• Ability to thrive in a fast-paced environment and adapt to changing priorities.
• Growth mindset and passion for continuous learning, particularly in the retirement industry.
• Ability to forge relationships and build trust with clients, carriers, and internal stakeholders.
• Maintain knowledge of industry developments through publications and conferences.
• Series 65 License (required to have or complete within 3 months of start date).

Preferred Qualifications

• General understanding of retirement plan laws and regulations.
• Experience with retirement plan annual compliance testing and Form 5500 filings.
• Experience consulting on the impact of corporate mergers and acquisitions on retirement plans.
• General understanding of retirement plan design, features, and best practices.
• CFA, CFP, QKA, or other financial designations are a plus.

Pay

The base salary compensation range for this role is $82,600.00 - $154,800 USD annually. This role is also eligible for an annual short-term incentive bonus.

Benefits

• Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identity Theft Protection, Wellbeing Program, and Work/Life Resources (including Employee Assistance Program).
• Leave Benefits: Paid Holidays, Annual Paid Time Off (includes state/local paid leave where required), Short-Term Disability, Long-Term Disability, and other leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave). Paid Time Off is included for Washington roles.
• Retirement Benefits: Qualified contributory pension plan (if eligible) and 401(k) plan with an annual nonelective company contribution. Non-qualified retirement plans are available to senior-level colleagues who meet eligibility requirements.

Schedule

The majority of colleagues work in a "hybrid" style, with a mix of remote, in-person, and in-office interactions based on team, role, and client needs. Flexibility is encouraged, and requests for all types of flexible working arrangements, including location-based, are supported.