Account Manager - Executive Benefits

• Manage the day-to-day administration of executive benefit plans, ensuring accurate and timely operations
• Serve as the primary contact for client check-ins, addressing inquiries, resolving challenges, and delivering strategic plan guidance
• Oversee annual enrollment processes, including timeline development and participant communication strategies
• Collaborate with recordkeeping partners such as Fidelity and Empower to maintain accurate reporting and operational efficiency
• Analyze and prepare detailed plan reports, reconciliations, and activity summaries to support client decision-making
• Lead initiatives for new plan implementations and updates, ensuring seamless integration and compliance
• Provide expert consulting on plan design and funding concepts, aligning strategies with client goals
• Coordinate cross-functional efforts between HR and Finance teams to streamline plan operations and communication
• Ensure compliance with §409A regulations and other relevant policies, monitoring plan funding and trust arrangements

• Minimum of 5 years of experience in executive benefits, retirement services, or similar client-facing roles
• Proven track record of working with large employers, such as Fortune 1000 companies
• Bachelor’s degree required, ideally in finance, accounting, business, or economics
• Advanced proficiency in Microsoft Excel and Word, with strong organizational and communication skills
• Solid understanding of §409A regulations and plan funding concepts, with familiarity in rabbi trusts considered a plus
• Ability to coordinate effectively with HR, Finance, and recordkeeping partners
• Strong analytical skills to prepare and assess plan reports and reconciliations
• Exceptional problem-solving abilities and attention to detail when managing plan operations

Familiarity in rabbi trusts

• medical, vision, dental, and life and disability insurance
• company 401(k) plan
• free online training