The Director, Pooled Plan Account Management is responsible for leading and directing account management teams to provide service to retirement plan sponsors, advisors, and TPAs within the pooled plan market segment.
Requirements
- Design service models to establish metrics, quality indicators, and service standards to ensure a high level of customer satisfaction and net promoter score (NPS)
- Oversee client relationships within assigned accounts
- Maintain high levels of client loyalty and retention within assigned accounts
- Achieve agreed upon measurable objectives for profitability, client satisfaction, and retention
- Develop strong relationships with clients and intermediaries to ensure client satisfaction
- Ensure compliance standards are sustained across entire team
- Develop service & retention strategies
- Drive new business acceptance, client re-pricing, and fee waiver processes
- Set department/team goals and priorities
Benefits
- Competitive Pay
- Bonus for Eligible Employees
- Benefits Package
- Pension Plan
- 401k Match
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Employee Discounts
- Career Training & Development Opportunities
- Health and Work/Life Balance Benefits
- Paid Time Off starting at 160 hours annually for employees in their first year of service
- Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays)
- Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
- Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child
- Adoption Assistance
- Employee Assistance Program
- College Coach Program
- Back-Up Care Program
- PTO for Volunteer Hours
- Employee Matching Gifts Program
- Employee Resource Groups
- Inclusion and Diversity Programs
- Employee Recognition Program
- Referral Bonus Programs
