Senior Retirement Plan Client Partner - Remote

Ameritas; Lincoln (NE); Remote; USD 77,000 - 127,000; Full time

Benefits offered by this job

401(k) match

Tuition reimbursement

Incentive bonuses

Flexible hybrid work

Paid time off

Job summary

Ameritas in Lincoln, Nebraska, invites applications for the Lead Account and Client Consultant - Retirement Plans, a remote USA position focused on client relationships and strategic project work across internal and external partners.

You will analyze opportunities to drive growth, maintain key client relationships, and support policy development while managing meetings and compliance. This role emphasizes clear communication at peer level and leadership to ensure timely, accurate deliverables.

Qualifications

• Bachelor's Degree or equivalent experience in business, communications, or related field.
• 3–5 years retirement plan client relationship management experience.

Responsibilities

• Build and maintain relationships with clients and internal partners
• Serve as main point of contact and primary liaison between internal departments and clients
• Provide support for administrative changes, updates, and terminations
• Assist manager in developing policies and procedures to build customer loyalty and build efficiencies
• Monitor, audit, and evaluate performance for compliance, and take corrective action where needed
• Provide leadership to ensure that functions are handled timely and accurately
• Manage both virtual and in person financial professional meetings and relationships
• Identify at-risk clients while mitigating and managing risk

Skills

Retirement plan experience

Client relationship management

Discrimination testing knowledge

Education

Bachelor's Degree in Business/Communications

Job description

Ameritas in Lincoln, Nebraska, invites applications for the Lead Account and Client Consultant - Retirement Plans, a remote USA position focused on client relationships and strategic project work across internal and external partners.

You will analyze opportunities to drive growth, maintain key client relationships, and support policy development while managing meetings and compliance. This role emphasizes clear communication at peer level and leadership to ensure timely, accurate deliverables.