Note: The job is a remote job and is open to candidates in USA. Networks Connect’s unnamed client is an independent firm specializing in employee benefits, retirement plans, and related compliance. The Senior Account Manager oversees strategic partner relationships for outsourced recordkeeping services focused on non-ERISA voluntary 403(b), 457, and IRA business, while providing retirement operations expertise and driving process improvements.
Responsibilities
- Manage and nurture relationships with 3 key financial institution and insurance company partners representing over $5 billion in assets under management
- Serve as the primary point of contact for partner inquiries, escalations, and strategic initiatives
- Conduct regular business reviews and maintain a strong communication cadence with partner leadership
- Collaborate on new product development, service enhancements, and business growth opportunities without direct ownership
- Ensure partner satisfaction through proactive issue resolution and service delivery excellence
- Monitor key performance indicators and service level agreements with partners
- Own analysis of operational workflows identifying opportunities for process refinement and automation
- Partner with operations leaders to influence and implement improvements that drive efficiency
- Lead cross-functional projects to enhance service delivery and operational effectiveness
- Foster a collaborative environment focused on continuous improvement and client success
- Identify system enhancement opportunities and collaborate with IT and technology teams for implementation
- Ensure data integrity and compliance across all systems and processes
- Serve as subject matter expert on non-ERISA 403(b), 457, and IRA recordkeeping operations
- Provide operational guidance and expertise to team members and the broader organization
- Use Relius Recordkeeping System, Schwab Trust, Matrix Trust, and OnBase by Hyland in daily operations
Skills
- Bachelor's degree in Business, Finance, or related field
- 7 or more years of experience in the retirement services industry
- 3 or more years in Account Management or Client Relationship Management preferably transitioning from operations into relationship management
- Strong knowledge of retirement operations with expertise in non-ERISA 403(b) and IRA products and regulations
- Experience with recordkeeping systems and trust operations
- Proven track record of managing large and complex client or partner relationships
- Strong analytical and process improvement capabilities
- Excellent written and verbal communication and presentation skills
- Leadership experience with direct team management
- Demonstrated success in process optimization and operational efficiency projects
- Experience in a fast-paced and growth-oriented environment
- Familiarity with Relius, Schwab Trust, Matrix Trust, or OnBase by Hyland systems
- Product Management collaboration experience within financial services
- Experience working directly with financial institutions or insurance company partners
Benefits
- Fully remote work environment
- 3% annual performance bonus
- Best Places to Work USA certified culture
- Opportunity to manage high-value strategic partner relationships representing over $5 billion in assets
- Collaborative and innovation-focused team environment
- Comprehensive benefits package
Company Overview