The Retirement Plan Client Executive serves as the primary point of contact for Plan Sponsors, Third Party Administrators, Recordkeepers, and Participants on assigned 401(k) and other retirement plan client accounts. This role focuses on managing critical retirement plan operations, including account setup, transaction oversight, compliance monitoring, and annual review performance for assigned accounts. Success in this position requires exceptional client relationship management skills, a strong ability to collaborate with internal teams, and a keen eye for maintaining detailed and accurate records.

This position may be filled as a Level I, II or III.  Additional responsibilities and qualifications apply.