About this opportunity
Networks Connect lists this SENIOR ACCOUNT MANAGER (Remote) opportunity in philadelphia, Pennsylvania. Review the employer’s description below for duties, qualifications and application requirements.
Job description
SENIOR ACCOUNT MANAGER
Our Client | One of the Nation's Largest Independent, Privately Held Employee Benefits and Retirement Plan Administration Firms
Fully Remote| Exempt |$80,000 to $110,000 | 3% Bonus
Position: Senior Account Manager
Classification: Exempt
Compensation: $80,000 to $110,000 contingent on experience
Bonus: 3% annual performance bonus
Location: Fully Remote
Contact:
ABOUT OUR CLIENT
Our client is one of the nation's largest independent, privately held firms specializing in employee benefits, retirement plans, and all their associated compliance needs
POSITION OVERVIEW
Our client is seeking a Senior Account Manager to oversee strategic partner relationships for their outsourced recordkeeping services, focused on non-ERISA voluntary 403(b), 457, and IRA business. This role blends strategic relationship management with operational expertise, requiring someone who can engage with financial institution partners at a high level and drive process improvements across internal teams. The ideal candidate will serve as the primary liaison for key partners, provide subject matter expertise in retirement operations, and help shape sustainable and scalable processes that ensure long-term partner satisfaction.
PRIMARY RESPONSIBILITIES
Partner Relationship Management
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
Experience working directly with financial institutions or insurance company partners
Operational Excellence and Process Improvement
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
Subject Matter Expertise
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
REQUIRED QUALIFICATIONS
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
PREFERRED QUALIFICATIONS
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
WHAT OUR CLIENT OFFERS
Fully remote work environment
Compensation of $80,000 to $110,000 contingent on experience
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
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.