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401 Account Executive New York

VirtualVocations
Seattle, Washington, United States
Full-time

A company is looking for an Account Executive - 401K to support 401(k) Producers and manage employer-sponsored retirement plans.

Key ResponsibilitiesMaintain ongoing client contact and manage vendor relationshipsPrepare investment reviews and meeting materials for investment committeesAssist in plan implementation, audits, and participant enrollment meetingsQualificationsBachelor's degree or equivalent combination of education and experienceFive or more years of related work experienceUnderstanding of retirement plan types and ERISA guidelinesExperience with mid to large clients (250+ participants)Valid Series 65 license;

securities licenses preferred

1 day ago
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