Retirement Plan Account Manager

Troy, United States | Posted on 04/01/2026 Our client is looking for a Retirement Plan Account Manager to drive growth in retirement services, expand plan participation, and deliver expert financial guidance to clients. You’ll play a strategic role in managing retirement plans, supporting client engagement, and advancing the team’s mission through proactive problem‑solving and relationship‑building. Employer benefits firm in Troy, MI that experienced 20% growth in 2025 and is expecting to build on that momentum again in 2026. They’ve become a top‑5 broker‑dealer within the Northwestern Mutual network, and their retirement book of business is genuinely impressive. They’re adding a Retirement Plan Account Manager because of the growth and looking for someone who’s passionate about 401(k) work and loves being the steady, trusted point of contact for clients. Responsibilities Collaboration: Work closely with leadership and team members to strategize, share insights, and ensure cohesive teamwork; partner with other departments and outside channel partners to align with company growth targets Client Engagement: Coordinate and prepare for client reviews, manage enrollments, and support compliance testing and government filings Employee Support: Provide clear guidance on 401(k) loans and transfers, lead educational sessions, and conduct one‑on‑one meetings Plan Management: Set up and maintain retirement plans using vendor systems, analyze data, and recommend plan changes Wealth Management: Conduct individual financial planning to help individuals review estate planning, life insurance needs, annuities, long term care solutions, and other products Relationship Building: Foster strong relationships with colleagues and vendors to enhance communication and service Data Integrity: Gather, audit, and maintain accurate reports and documents Communication Excellence: Create and refine materials to ensure clarity and compliance Special Projects: Take on projects, demonstrating flexibility and commitment to team goals Requirements Required Qualifications Stellar organizational and prioritizing skills Top‑notch verbal, written, and interpersonal communication abilities Engaging presentation skills with the ability to address and present complex financial information clearly and professionally Talent for building strong relationships with clients and vendors Self‑starter attitude with flexibility to meet client needs Proactive in seeking and implementing improvements Proficiency in Microsoft Word, Excel, and PowerPoint Commitment to maintaining confidentiality with demonstrated moral and ethical standards Series 6 & 63 qualified (or willing to achieve within a year) Experience in administering retirement plans and annual plan reviews for Plan Sponsors Preferred Qualifications At least 2 years of financial or Qualified Retirement Plan experience Familiarity with Northwestern Mutual systems and platforms Hybrid Full benefit package offerings Salary + Bonus (Starting at $75,000) True account management position, other members of the team are the sales experts #J-18808-Ljbffr