Retirement Services Account Executive

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

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 by 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.

Responsibilities

As the primary point of contact and trusted advisor for a portfolio of retirement plan clients, you’ll:
- Conduct deep‑dive plan assessments—reviewing design, service providers, fees, investments, compliance risks, and participant behavior—to create objective, goals‑aligned recommendations.
- Lead RFPs, vendor selection, and plan conversions, coordinating implementation with carriers, recordkeepers, TPAs, and internal specialists.
- Provide investment advisory and fiduciary support—customized investment guidance, education, plan reviews, regulatory & legislative updates, and issue resolution.
- Present findings and recommendations to senior stakeholders using benchmarking and market data.
- Tap cross‑practice resources to articulate full value, spot expansion opportunities, and grow the business through referrals and business development activities.

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 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.

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.

Benefits

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

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