Senior Retirement Partnerships Manager

Talent Road LLC; Jacksonville (FL); Presencial; USD 110 000 - 150 000; Tempo integral

Resumo da oferta

Talent Road LLC is seeking a Senior Account Manager to oversee strategic partner relationships for outsourced recordkeeping services, focusing on non-ERISA 403(b), 457, and IRA products. You will serve as the primary liaison for financial institution partners and drive improvements across internal teams.

The role requires 7+ years in retirement services, 3+ years in account management, and a proven ability to manage large, complex relationships with financial institutions.

Qualificações

• Bachelor's degree in Business, Finance, or related field.
• 7+ years in retirement services industry.
• 3+ years in Account Management or Client Relationship Management.
• Strong knowledge of retirement operations, with expertise in non-ERISA 403(b) and IRA products.
• Experience with recordkeeping systems and trust operations.

Responsabilidades

• 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), 457, 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

Conhecimentos

Relationship management

Leadership

Operations experience

Retirement services knowledge

Financial institutions experience

Formação académica

Bachelor's degree in Business or Finance

Ferramentas

Relius

Schwab Trust

Matrix Trust

OnBase

Descrição da oferta de emprego

Talent Road LLC is seeking a Senior Account Manager to oversee strategic partner relationships for outsourced recordkeeping services, focusing on non-ERISA 403(b), 457, and IRA products. You will serve as the primary liaison for financial institution partners and drive improvements across internal teams.

The role requires 7+ years in retirement services, 3+ years in account management, and a proven ability to manage large, complex relationships with financial institutions.