Senior Retirement Plan Advisor (Hybrid)

National Electrical Manufactures Assoc

Austin, Northern (TX, KY)

Hybrid

USD 90,000 - 130,000

Full time

14 days+

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Benefits offered by this job

Hybrid work

Tuition reimbursement

Generous time off

Charitable contribution match programs

Stock purchase opportunities

Job summary

Marsh McLennan Agency seeks a Retirement Account Executive to manage and grow a portfolio of employer retirement plan clients, delivering strategic plan design, implementation support, and ongoing fiduciary advice. You will lead plan assessments, RFPs, and vendor selections, coordinate implementations with carriers and recordkeepers, provide investment guidance, and present findings to senior leadership.

This role blends deep technical expertise with strong client-facing skills in a

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/data into pragmatic recommendations.

Responsibilities

Lead deep-dive plan assessments (design, service providers, fees, investments, compliance) to create objective, goals-aligned recommendations.
Lead RFPs, vendor selection, and plan conversions; coordinate implementation with carriers, recordkeepers, TPAs, and internal specialists.
Provide investment advisory and fiduciary support with customized guidance, education, plan reviews, regulatory updates, and issue resolution.