Director, Account and Client Management - Retirement Plans

Ameritas; Lincoln (NE); Remote; USD 85,000 - 120,000; Full time

Job summary

A financial services provider is seeking a Director of Account and Client Management to lead a remote team in retirement plans. This role involves strategic oversight, client relationship management, and team performance enhancement. Candidates should have a Bachelor’s degree and significant experience in the retirement sector. The position offers a flexible work environment with comprehensive benefits.

Benefits

401(k) Retirement Plan

Tuition Reimbursement

Flexible Hybrid work

Competitive Pay

Paid volunteer time

Qualifications

• 7-10 years of retirement plans experience required.
• 4-7 years of management or supervisory experience required.

Responsibilities

• Lead a liaison team between the company and clients.
• Manage team performance and customer satisfaction.
• Develop communication plans with clients.

Skills

Management and leadership

Client relationship building

Business strategy development

Operational oversight

Education

Bachelor's Degree in Business or related field

Master's Degree (desired)

Job description

Director, Account and Client Management - Retirement Plans

Lead a team which serves as a liaison between the company, our clients, and customers. This position is essential to establish operational and strategic plans which develop and strengthen satisfaction, loyalty, and reliability.

This position provides strategic leadership and operational oversight for a customer-facing team responsible for servicing and retaining relationships. This role plays a key part in driving customer satisfaction, team performance, and business growth by setting service direction, coaching team members, managing escalations, and collaborating across departments.

Position Location: This position is remote and does not require regular in-office presence.

What you do:

• Build and cultivate internal and external relationships to promote and grow the business.
• Manage a team which performs work on different types of retirement plan business utilizing multiple systems and multiple sets of processes and procedures.
• Oversee and hold the team accountable to business plans while focusing on results and measurements.
• Direct and influence associate and business resources to achieve business results.
• Promote the organization’s Mission, Vision, and Values.
• Develop communication plans to strengthen partnerships with clients and customers.
• Identify and implement new technology and work processes to maintain leading advantage in service delivery.
• Manage the implementation of major projects.
• Participate in industry organizations.

What you bring:

• Bachelor's Degree (Business, Communication, or similar related field) or equivalent combination of education and experience required.
• 7-10 years of related retirement plans experience required.
• 4-7 years of management, leadership, or supervisory experience required.
• Master's Degree desired.

What we offer: A Meaningful Mission. Great Benefits. A Vibrant Culture

Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.

Benefits at Ameritas cover things you expect -- and things you don’t:

For your money:

• 401(k) Retirement Plan with company match and quarterly contribution
• Tuition Reimbursement and Assistance
• Incentive Program Bonuses
• Competitive Pay

For your time:

• Flexible Hybrid work
• Thrive Days - Personal time off
• Paid time off (PTO)

For your health and well-being:

• Health Benefits: Medical, Dental, Vision
• Health Savings Account (HSA) with employer contribution
• Well-being programs with financial rewards
• Employee assistance program (EAP)

For your professional growth:

• Professional development programs
• Leadership development programs
• Employee resource groups
• StrengthsFinder Program

For your community:

• Matching donations program
• Paid volunteer time- 8 hours per month

For your family:

• Generous paid maternity leave and paternity leave
• Fertility, surrogacy and adoption assistance
• Backup child, elder and pet care support

Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we’re committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.