Retirement Services Account Executive

US Diversity Job Search; Dallas (TX); Hybrid; USD 110,000 - 165,000; Full time

Benefits offered by this job

Hybrid work

Tuition reimbursement

Stock purchase opportunities

Generous time off

Charitable contribution match programs

Job summary

Marsh McLennan Agency in Dallas is seeking a Retirement Account Executive to manage and grow a portfolio of employer retirement plans. You will deliver strategic retirement plan consulting, implementation support, and fiduciary and investment advisory services to meet client objectives.

In this role you’ll lead plan assessments, manage RFPs and vendor selections, coordinate with carriers and TPAs, and provide ongoing education and benchmarking-based recommendations to senior leadership, driving

Qualifications

• 5+ years of retirement plan consulting & design, recordkeeping/third-party administration, or related industry experience.
• Strong technical expertise in retirement plan design, administration, fiduciary responsibilities, and investment line-up analysis.
• Demonstrated ability to deliver consultative client service and to translate benchmarking and data into pragmatic recommendations.
• Excellent verbal and written communication and presentation skills; comfort briefing senior leadership.
• Proficiency with Microsoft Office and common reporting/benchmarking tools.

Responsibilities

• Lead RFPs, vendor selection, and plan conversions, coordinating implementation with carriers, recordkeepers, TPAs, and internal specialists.
• Provide investment advisory and fiduciary support to plan sponsors and leadership.
• Present findings and recommendations to senior stakeholders using benchmarking and market data.
• Tap cross-practice resources to articulate full value and identify growth opportunities.

Skills

Retirement plan design

Recordkeeping

Fiduciary duties

Communication

MS Office

Presentation

Education

Bachelor's degree

AIF certification

Tools

Benchmarking tools

Job description

Retirement Account Executive Department: Retirement Plan Services

The Retirement Services Account Executive at Marsh McLennan Agency manages and grows relationships with employer retirement plan clients - delivering strategic retirement plan consulting, implementation support, and ongoing fiduciary and investment advisory services. You'll combine deep technical knowledge of plan design, investments, and compliance with strong client-facing skills to drive exceptional service, help clients meet their objectives, and support new business growth.

Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Retirement Account Executive at MMA.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MRSH).

A day in the life.As our Retirement Account Executive on the Retirement Plan Services team, you'll be the primary point of contact and trusted advisor for a portfolio of retirement plan clients, owning the relationship and working closely with plan sponsors and their leadership teams. You'll conduct deep-dive plan assessments-reviewing design, service providers, fees, investments, compliance risks, and participant behavior-to create objective, goals-aligned recommendations. You'll lead RFPs, vendor selection, and plan conversions, coordinating implementation with carriers, recordkeepers, TPAs, and internal specialists to keep transitions smooth. Ongoing, you'll provide investment advisory and fiduciary support-customized investment guidance, education, plan reviews, regulatory & legislative updates, and issue resolution-then present findings and recommendations to senior stakeholders using benchmarking and market data. You'll also tap Marsh McLennan Agency's cross-practice resources to articulate our full value, spot expansion opportunities, and help grow the business through referrals and business development activities.

Our future colleague

We'd love to meet you if your professional track record includes:

• 5+ years of retirement plan consulting & design, recordkeeping/third-party administration, or related industry experience.
• Strong technical expertise in retirement plan design, administration, fiduciary responsibilities, and investment line-up analysis.
• Demonstrated ability to deliver consultative client service and to translate benchmarking and data into pragmatic recommendations.
• Excellent verbal and written communication and presentation skills; comfort briefing senior leadership.
• Proficiency with Microsoft Office and common reporting/benchmarking tools.

Additional qualifications

These additional qualifications are a plus, but not required to apply:

• Bachelor's degree.
• AIF® certification or equivalent experience.
• Prior experience managing RFPs, recordkeeper/vendor selection, and plan conversions.

Valuable benefits

We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work. Some benefits included in this role are:

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid work
• Charitable contribution match programs
• Stock purchase opportunities

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Who you are is who we are

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

EEO Statement

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.