Lead Account Manager - Remote

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Senior Account Manager - REMOTE. In this role, you will manage relationships with clients and advisors, ensuring high client retention rates while overseeing a caseload of 401(k) and retirement plans. You'll be integral in driving results within a collaborative team environment, exemplifying exceptional client service.

With support from various specialized teams, you'll have all the resources needed to thrive in a dynamic work setting, dedicated to ongoing learning and professional development.

Accountabilities

Maintain and build client and advisor relationships with a high client retention rate
Manage a caseload of 401(k) plans and retirement plans for tax-exempt entities
Prioritize and execute workload towards weekly goals in a results-oriented team environment
Provide superior client service and consultations on plan operation and design
Collaborate with internal departments to ensure an excellent client experience
Adhere to company policies and procedures in all work performed
Communicate pro-actively with clients and advisors regarding industry developments
Review and deliver required non-discrimination testing and government forms, including Form 5500

Requirements

Five or more years of 401(k) plan administration experience
Strong knowledge of non-discrimination testing and government forms, including Form 5500
Relevant industry designation preferred
Four-year college degree preferred
Excellent written and verbal communication skills
Strong organizational skills
High level of critical thinking
Commitment to lifelong learning and coaching

Benefits

Competitive base salary ranging from $70,000 to $100,000
Salaried, non-exempt position
Medical, dental, disability, and life insurance plans
Generous paid time off
401(k) plan with employer matching contribution
Full support for remote work including computer and phone

Why Apply Through Jobgether

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Data Privacy Notice:
By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.