Account Manager-Non-ERISA / Voluntary 403(b) & IRA

Talent Road LLC; Jacksonville (FL); On-site; USD 100,000 - 140,000; Full time

Job summary

Talent Road LLC is seeking a Senior Account Manager to oversee strategic partner relationships for outsourced recordkeeping services, focusing on non-ERISA voluntary 403(b), 457, and IRA business. You will be the primary liaison for financial institution partners and drive process improvements across internal teams.

The role requires SME knowledge in retirement operations, data integrity, and collaboration with IT for system enhancements.

Qualifications

• Bachelor's degree in Business, Finance, or related field.
• 7+ years of experience in the retirement services industry.
• 3+ years in Account Management or Client 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, complex client or partner relationships.
• Leadership experience with direct team management.
• Familiarity with Relius, Schwab Trust, Matrix Trust, or OnBase systems.
• Experience working directly with financial institutions or insurance company partners.

Responsibilities

• Manage and nurture relationships with key financial institution and insurance partners.
• Serve as the primary point of contact for partner inquiries, escalations, and strategic initiatives.
• Conduct regular business reviews and maintain strong communication with partner leadership.
• Collaborate on new product development, service enhancements, and growth opportunities.
• Ensure partner satisfaction through proactive issue resolution and service delivery excellence.
• Own analysis of operational workflows and identify opportunities for process refinement.
• Partner with operations leaders to influence improvements and drive efficiency.
• Monitor KPIs and SLAs with partners.
• Lead cross-functional projects to enhance service delivery and operational effectiveness.
• Serve as SME on non-ERISA 403(b), 457, and IRA recordkeeping operations.
• Provide operational guidance to team members and the broader organization.
• Foster a collaborative environment focused on continuous improvement and client success.
• Use Relius, Schwab Trust, Matrix Trust, and OnBase in daily operations.
• Identify system enhancement opportunities and collaborate with IT for implementation.
• Ensure data integrity and compliance across systems.

Skills

Account Management

Relationship management

Leadership

Cross-functional collaboration

Education

Bachelor's degree in Business/Finance

Tools

Relius Recordkeeping System

Schwab Trust

Matrix Trust

OnBase by Hyland

Job description

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. Since 2008, they have grown by acquiring over 60 local and national firms that have been trusted members of their communities for decades. They hold the coveted "Best Places to Work – USA," certification and serve more than 22,000 employer groups and 3.6 million plan participants nationally.

JOB OVERVIEW:

We are seeking a Senior Account Manager to oversee strategic partner relationships for our 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 both 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, scalable processes that ensure long-term partner satisfaction.

Responsibilities:

• Manage and nurture relationships with 3 key financial institution and insurance company partners representing over $5B 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 (not own) on new product development, service enhancements, and business growth opportunities
• Ensure partner satisfaction through proactive issue resolution and service delivery excellence
• Own analysis of operational workflows, identifying opportunities for process refinement and automation
• Partner with operations leaders to influence and implement improvements that drive efficiency
• Monitor key performance indicators and service level agreements with partners
• Lead cross-functional projects to enhance service delivery and operational effectiveness
• Serve as a 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
• Foster a collaborative environment focused on continuous improvement and client success
• Use Relius Recordkeeping System, Schwab Trust, Matrix Trust, and OnBase by Hyland in daily operations
• Identify system enhancement opportunities and collaborate with IT/technology teams for implementation (not direct ownership)
• Ensure data integrity and compliance across all systems and processes
• Support training of team members on system functionality and best practices

WHAT YOU NEED:

• Bachelor's degree in Business, Finance, or related field
• 7+ years of experience in the retirement services industry
• 3+ 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, complex client or partner relationships
• Leadership experience with direct team management
• Familiarity with Relius, Schwab Trust, Matrix Trust, or OnBase systems
• Experience working directly with financial institutions or insurance company partners