What are the responsibilities and job description for the Relationship Manager / Account Executive position at Arkansas Talent Group?
Arkansas Talent Group is exclusively working with a large Investment Advisory Firm in Central Arkansas to help them find a Relationship Manager / Account Executive (401k) for their organization. This is a strong brand with rich history in Arkansas that is looking for someone to help manage Key Accounts in their Retirement Solutions Group.
This is a crucial position in the organization in maintaining and enhancing the relationships with 30 401k clients throughout the mid-south region, and the position will report directly to the CEO.
Key Responsibilities:
- Manage and nurture relationships with assigned 401k plan sponsors and participants
- Conduct regular plan reviews to ensure client satisfaction and identify opportunities for improvement
- Facilitate participant enrollment processes and provide educational support
- Collaborate with record-keeping partners to handle paperwork and resolve service matters
- Coordinate and execute plan-related activities, including enrollment meetings and participant education sessions
- Monitor plan performance and compliance, making recommendations as needed
- Serve as the primary point of contact for client inquiries and concerns
- Prepare and deliver presentations to clients on plan performance and industry trends
Qualifications:
- Bachelor's degree in Finance, Business Administration, or related field
- 1-5 years of experience in 401k plan administration or related financial services role
- Strong knowledge of ERISA regulations and 401k plan operations
- Excellent communication and interpersonal skills
- Ability to build and maintain strong client relationships
- Detail-oriented with strong analytical and problem-solving skills
- Proficiency in Microsoft Office suite and retirement plan software
Perks:
- Competitive base salary bonus opportunity
- Great benefit package including ample PTO and matching 401k
- Remote capabilities, this person can sit in an office in Central Arkansas, or for the right candidate can be completely remote if they are in Arkansas and willing to do some light travel in mid-south
- A chance to work with an incredible brand with decades of experience and proven track record
If interested in learning more about this opportunity, apply directly or reach out to Chris Chunn or Stephanie Shine via LinkedIn. Arkansas candidates will take priority consideration.
Arkansas Talent Group is a permanent placement recruitment firm. All job submissions or inquiries will be held confidential.
