Retirement Plan Services Account Manager
HigginbothamHouston, Texas, United States
Posted November 7, 2025
Full Time
About the Company
Higginbotham specializes in employee benefits solutions, leveraging deep broker relationships to provide competitively priced plans from top carriers. The firm streamlines the benefits shopping experience with online enrollment, electronic administration, and third‑party administration services, ensuring clients receive robust, affordable coverage. Higginbotham also offers educational videos, list billing, and educator disability products, supporting brokers with comprehensive assistance throughout the proposal process. Its commitment to quick, simple shopping and strong carrier partnerships distinguishes it as a trusted partner for businesses seeking efficient, cost‑effective benefits management.
Job Description
Higginbotham is looking for a motivated individual to join our Retirement Services Team as a Retirement Plan Services Account Manager. The role provides exceptional services to clients, involves working with financial markets, mutual fund research, and client services. The ideal candidate should have a business degree or equivalent work experience, a Series 65 license, and some experience in the retirement plan industry or finance/investments.
Requirements
- Operate Investment Reporting Software to create Plan Review Reports
- Assist in creating and constructing materials for presentation to clients
- Track important plan deadlines
- Develop and maintain strong relationships with clients and partners
- Develop an understanding of retirement plan industry
- Develop a basic understanding of plan design and compliance
- Work with partnering service providers on service enhancements and product developments
Benefits
- Medical, dental, vision, prescription drug coverage
- 401K
- Equity incentive plan
- Multiple supplemental benefits for physical, emotional, and financial wellbeing
- Employee Wellness Program
- Company paid holidays, plus PTO