PACE Consulting, LLC

Account Manager

• Manage and service an assigned portfolio of Group Retirement Services clients
• Build relationships with plan sponsors and key client contacts
• Coordinate plan reviews, investment updates, meetings, and ongoing service initiatives
• Respond to sponsor inquiries and provide proactive support
• Identify opportunities to enhance client experience, retention, and growth
• Prepare and deliver client presentations and communications
• Monitor legislative and regulatory developments affecting retirement and savings programs
• Prepare sponsor communications regarding legislative, regulatory, and governance updates
• Develop and maintain plan governance documentation
• Complete regulatory filings and compliance requirements, including Form 7s and AIRs
• Support plan sponsors with governance, compliance, and plan-related questions
• Coordinate new plan implementations with internal and external stakeholders
• Support implementation projects from onboarding through launch
• Review contracts, plan documentation, forms, and communications
• Provide input on plan structure and design
• Contribute to process improvement and team initiatives
• Develop and deliver member education sessions, presentations, webinars, and communications
• Customize educational materials for different audiences
• Respond to member inquiries by phone, email, virtually, and in person
• Assist members with enrolment, contributions, investment options, forms, tools, and plan features
• Help members navigate workplace retirement and savings programs within regulatory and advisory guidelines
• Collaborate with consultants, account managers, GRS and Benefits teams, providers, and stakeholders
• Support training and development of junior and new team members
• Stay current on retirement legislation, industry trends, and financial wellness best practices

Explore Client Relationship Manager – Group Retirement at PACE Consulting, LLC. Review requirements and application details.

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Client Relationship Manager – Group Retirement