Hybrid Senior Retirement Plan Advisor & Growth Strategist

Marsh McLennan Agency; Dallas (TX); Hybrid; USD 80,000 - 110,000; Full time

Benefits offered by this job

Generous time off

Tuition reimbursement

Professional development opportunities

Charitable contribution match programs

Stock purchase opportunities

Job summary

Marsh McLennan Agency in Dallas, Texas, is seeking a Retirement Account Executive to manage and grow relationships with employer retirement plan clients. You will deliver strategic consulting, implementation support, and advisory services to drive exceptional service and help clients meet their objectives.

The ideal candidate has over 5 years of retirement plan consulting experience, strong technical expertise in plan design and fiduciary duties, and excellent communication skills. This position offers hybrid work and generous benefits.

Qualifications

• 5+ years of retirement plan consulting & design, related industry experience.
• Strong expertise in retirement plan design and fiduciary responsibilities.
• Excellent verbal and written communication skills; comfort briefing senior leadership.

Responsibilities

• Conduct deep-dive plan assessments and create aligned recommendations.
• Lead RFPs, vendor selection, and plan conversions.
• Provide investment advisory and fiduciary support.

Skills

Retirement plan consulting & design

Client service

Investment analysis

Microsoft Office proficiency

Education

Bachelor’s degree

Job description

Marsh McLennan Agency in Dallas, Texas, is seeking a Retirement Account Executive to manage and grow relationships with employer retirement plan clients. You will deliver strategic consulting, implementation support, and advisory services to drive exceptional service and help clients meet their objectives.

The ideal candidate has over 5 years of retirement plan consulting experience, strong technical expertise in plan design and fiduciary duties, and excellent communication skills. This position offers hybrid work and generous benefits.