Remote Senior Retirement Plans Client Strategist

Ameritas; Lincoln (NE); Remote; USD 59,222 - 94,756; Full time

Benefits offered by this job

401(k) match

Tuition reimbursement

Incentive program bonuses

Flexible work options

Health benefits

Job summary

Ameritas Senior Account & Client Consultant for Retirement Plans is a remote USA role servicing defined contribution plans (401(k), 403(b), 457). You will be the primary contact for sponsors, financial professionals, and TPAs, delivering proactive service and strategic support to ensure client satisfaction and retention.

Lead client meetings, mentor new team members, and collaborate across internal teams to resolve complex issues while staying current on plan provisions and CRM systems.

Qualifications

• Bachelor's degree or equivalent experience required.
• 1–3 years relevant experience in Retirement Plans and customer service.
• RPF certificate required (can be obtained after entering role).
• QKA designation desired (can be obtained after entering role).
• Proficiency with Microsoft Office applications, retirement plans, and CRM systems required.
• Excellent virtual meeting and presentation skills required.
• Ability to engage with financial professionals, TPAs and sponsors.

Responsibilities

• Manage caseload of defined contribution plans (401(k), 403(b), 457) ranging from $3M to $100M+ in assets.
• Build and maintain proactive client relationships with sponsors, professionals, TPAs, and internal teams.
• Act as liaison between clients, TPAs, professionals, and Ameritas.
• Research issues and coordinate with management to resolve problems.
• Lead client meetings and provide proactive outreach for plan updates.
• Maintain knowledge of 401(k), 403(b), and governmental plan provisions.
• Mentor new account managers.

Skills

Communication

Relationship building

Virtual presentation

Client management

Problem solving

Education

Bachelor's Degree or equivalent experience

RPF Certificate

QKA designation

Tools

CRM systems

Microsoft Office

Job description

Ameritas Senior Account & Client Consultant for Retirement Plans is a remote USA role servicing defined contribution plans (401(k), 403(b), 457). You will be the primary contact for sponsors, financial professionals, and TPAs, delivering proactive service and strategic support to ensure client satisfaction and retention.

Lead client meetings, mentor new team members, and collaborate across internal teams to resolve complex issues while staying current on plan provisions and CRM systems.