The Senior Account Manager – Technical Lead manages complex retirement plan administration, compliance testing, and government filings while serving as a subject matter expert. They also provide technical leadership, mentor team members, and ensure high-quality service delivery for clients and advisors.
The Account Manager provides superior customer service and issue resolution for retirement plan clients while maintaining strong relationships. They are responsible for overseeing compliance testing, reviewing plan documents, and ensuring accurate contribution calculations and regulatory filings.
The Account Manager maintains client relationships and ensures plan compliance through testing, contribution calculations, and government form preparation. They also provide superior customer service, resolve issues, and work directly with auditors to manage plan administration.
