Senior Account Manager

Daybright Financial; United States; On-site; USD 95,000 - 130,000; Full time

Job summary

Daybright Financial seeks a Senior Account Manager to oversee strategic partner relationships for outsourced recordkeeping services, emphasizing non-ERISA 403(b) and IRA business. The role blends strategic relationship management with operational expertise, serving as the primary liaison for key partners and shaping scalable processes.

The ideal candidate will lead cross-functional initiatives, drive client satisfaction, and contribute to product enhancements while ensuring data integrity and

Qualifications

• Bachelor’s degree in Business, Finance, or related field.
• 7+ years of experience in the retirement services industry.
• 3+ years in Account Management or Client Relationship Management, preferably transitioning from operations into relationship management.
• Strong knowledge of retirement operations, with highly desired expertise in non-ERISA 403(b) and IRA products and regulations.
• Experience with recordkeeping systems and trust operations.
• Proven track record of managing large, complex client or partner relationships.
• Strong analytical and process improvement capabilities.
• Excellent communication and presentation skills.
• Leadership experience with direct team management.
• Product Management collaboration experience within financial services.
• Qualified 401(k) Administrator (QKA) or Qualified 401(k) Specialist (QKS) certification.
• Familiarity with Relius, Schwab Trust, Matrix Trust, or OnBase systems.
• Experience working directly with financial institutions or insurance company partners.
• Demonstrated success in process optimization and operational efficiency projects.
• Experience in a fast-paced, growth-oriented environment.

Responsibilities

• Manage and nurture relationships with 3 key financial institution and insurance company partners representing over $5B in assets under management.
• Serve as the primary point of contact for partner inquiries, escalations, and strategic initiatives.
• Conduct regular business reviews and maintain a strong communication cadence with partner leadership.
• Collaborate (not own) on new product development, service enhancements, and business growth opportunities.
• Ensure partner satisfaction through proactive issue resolution and service delivery excellence.
• Own analysis of operational workflows, identifying opportunities for process refinement and automation.
• Partner with operations leaders to influence and implement improvements that drive efficiency.
• Monitor key performance indicators and service level agreements with partners.
• Lead cross-functional projects to enhance service delivery and operational effectiveness.
• Serve as a subject matter expert on non-ERISA 403(b) and IRA recordkeeping operations.
• Provide operational guidance and expertise to team members and the broader organization.
• Foster a collaborative environment focused on continuous improvement and client success.
• Use Relius Recordkeeping System, Schwab Trust, Matrix Trust, and OnBase by Hyland in daily operations.
• Identify system enhancement opportunities and collaborate with IT/technology teams for implementation (not direct ownership).
• Ensure data integrity and compliance across all systems and processes.
• Support training of team members on system functionality and best practices.

Skills

Relationship management

Retirement operations

Process improvement

Data analysis

Communication

Leadership

Project collaboration

Client-facing

Problem solving

Education

Bachelor’s degree in Business/Finance

Tools

Relius

Schwab Trust

Matrix Trust

OnBase

Job description

Simply put, we are one of the nation’s largest independent, privately held firms specializing in employee benefits, retirement plans, and all their associated compliance needs. Since 2008, we have grown by acquiring over 60 local and national firms that have been trusted members of their communities for decades. We hold the coveted “Best Places to Work – USA,” certification and serve more than 22,000 employer groups and 3.6 million plan participants nationally. Daybright Financial also operates a dedicated independent divisional team, Daybright Broker Solutions, to further enhance the services, support, and marketing resources to grow the businesses of benefits brokers and consultants and enable professional employer organizations (PEOs) to bring more to the table for their clients — through the seamless delivery of Fortune 500-level health and financial wellness solutions.

For more information on Daybright Financial, visit daybright.com. Follow Daybright on LinkedIn, Instagram, Facebook, and YouTube.

Position Overview

We are seeking a Senior Account Manager to oversee strategic partner relationships for our outsourced recordkeeping services, with a strong emphasis on non-ERISA 403(b) and IRA business. This role blends strategic relationship management with operational expertise, requiring someone who can both engage with financial institution partners at a high level and drive process improvements across internal teams. The ideal candidate will serve as the primary liaison for key partners, provide subject matter expertise in retirement operations, and help shape sustainable, scalable processes that ensure long-term partner satisfaction.

Responsibilities

• Manage and nurture relationships with 3 key financial institution and insurance company partners representing over $5B in assets under management
• Serve as the primary point of contact for partner inquiries, escalations, and strategic initiatives
• Conduct regular business reviews and maintain a strong communication cadence with partner leadership
• Collaborate (not own) on new product development, service enhancements, and business growth opportunities
• Ensure partner satisfaction through proactive issue resolution and service delivery excellence
• Own analysis of operational workflows, identifying opportunities for process refinement and automation
• Partner with operations leaders to influence and implement improvements that drive efficiency
• Monitor key performance indicators and service level agreements with partners
• Lead cross-functional projects to enhance service delivery and operational effectiveness
• Serve as a subject matter expert on non-ERISA 403(b) and IRA recordkeeping operations
• Provide operational guidance and expertise to team members and the broader organization
• Foster a collaborative environment focused on continuous improvement and client success
• Use Relius Recordkeeping System, Schwab Trust, Matrix Trust, and OnBase by Hyland in daily operations
• Identify system enhancement opportunities and collaborate with IT/technology teams for implementation (not direct ownership)
• Ensure data integrity and compliance across all systems and processes
• Support training of team members on system functionality and best practices

Qualifications & Skills

• Bachelor’s degree in Business, Finance, or related field
• 7+ years of experience in the retirement services industry
• 3+ years in Account Management or Client Relationship Management, preferably transitioning from operations into relationship management
• Strong knowledge of retirement operations, with highly desired expertise in non-ERISA 403(b) and IRA products and regulations
• Experience with recordkeeping systems and trust operations
• Proven track record of managing large, complex client or partner relationships
• Strong analytical and process improvement capabilities
• Excellent communication and presentation skills
• Leadership experience with direct team management
• Product Management collaboration experience within financial services
• Qualified 401(k) Administrator (QKA) or Qualified 401(k) Specialist (QKS) certification
• Familiarity with Relius, Schwab Trust, Matrix Trust, or OnBase systems
• Experience working directly with financial institutions or insurance company partners
• Demonstrated success in process optimization and operational efficiency projects
• Experience in a fast-paced, growth-oriented environment