Retirement Services Account Executive

Dallas, Texas
Not Specified
May 17, 2024
Jul 16, 2024
Job Type
Not Specified
Career Level
Not Specified

JOB TITLE: Retirement Services Account Executive


SUMMARY: In this role you will be responsible for managing the overall relationship for a group of assigned clients of the Retirement Plan Services practice. You will leverage the collective team resources to provide superior strategic and tactical support. You will also serve an important role in securing new clients through activities integral to the new business development process. This is a great opportunity for a Retirement Professional who enjoys a fast-paced, collaborative culture.


  • Apply broad industry knowledge in order to service existing clients and land new clients
  • Manage ongoing service needs of multiple clients
  • Perform comprehensive assessments of Retirement plans including design features, service providers, costs, investments, compliance and participant behavior, etc.
  • Assimilate industry and competitor benchmarking data and analyze plan design in order to develop objective recommendations that best fit the client's objectives
  • Engage in RFP activities to effectively plan, assess and make recommendations, on provider selection, investment strategy & development, and plan conversion to the client
  • Provide on-going/customized investment advisory service and support; problem resolution, plan design review, investment strategy, education, regulatory and legislative updates, etc.
  • Act as liaison between client and retirement plan service providers to achieve optimal results
  • Conduct Plan reviews and fiduciary responsibility meetings with respective clients' senior leadership teams
  • Become well-versed in all of Marsh McLennan Agency's practices in order to articulate our services and value proposition to existing and prospective clients


  • 5+ years industry/applicable experience with bachelor's degree and strong technical expertise in retirement plan design/administration
  • Demonstrated ability to apply and expand broad industry knowledge in order to effectively service and advise existing and future clients
  • Excellent communication skills, including advanced writing and presentation skills
  • AIF® Certification or equivalent experience preferred
  • FINRA Series 6 or 7 and 63, 65 or 66 licensure preferred
  • Strong industry knowledge regarding service providers, plan design, industry trends, etc.
  • Proficiency in Microsoft Office Suite

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at:


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