Account and Client Manager - Retirement Plans

Ameritas
, , United States

Customer Service
Full-time
retirement plans
account management
client relationship

Our job summary

The Account and Client Manager for Retirement Plans leads strategic relationships with PEOs, pooled plan sponsors, and advisors to drive retention, engagement, and growth in Ameritas' pooled plan business. This role requires deep expertise in retirement plans, regulatory compliance, and executive relationship management, with significant travel involved. The position also coordinates cross-departmental efforts and represents the company at industry events to expand market presence.

Position Location:

This position is remote and does not require regular in-office presence.

Position Description:

This role serves as the strategic relationship lead for our pooled plan business, owning and nurturing executive-level partnerships with PEOs, MEP/PEP sponsors, Pooled Plan Providers (PPPs), and key advisor agencies. You’ll be the face of Ameritas in this space—driving retention, engagement, and growth while acting as a trusted advisor and subject matter expert in the PEO and pooled plan market.

What you do

Lead Strategic Relationships: Own and develop relationships with senior leaders at PEOs, MEP/PEP sponsors, PPPs, and advisor firms.
Drive Retention & Engagement: Serve as the primary point of contact for senior client stakeholders, accountable for retention strategy and complex issue resolution.
Act as a Trusted Advisor: Bring deep expertise in co-employment, IRS/DOL regulations, and pooled plan operations to strengthen sponsor-adopting employer relationships.
Champion Retirement Outcomes: Identify and implement initiatives like TDF CIT adoption, auto-enrollment, and managed accounts to improve participant outcomes.
Matrix Leadership: Coordinate across departments to support strategic planning, repricing, and business development efforts.
Market Presence & Growth: Represent Ameritas at industry events, support sales and SLT in expanding our pooled plan footprint and contribute to talent development.
Internal Collaboration: Serve as a liaison between sales, service, actuarial, and marketing to align on pooled plan strategy and execution.

What you bring

Bachelor’s degree or equivalent experience required.
4–7 years of experience in account/client management, preferably in retirement or pooled plan services.
Proven ability to build and manage executive-level relationships.
Deep understanding of the PEO industry, pooled plans, and regulatory landscape.
Strong communication, problem-solving, and leadership skills.
Willingness to travel approximately 50% of the time.

What we offer:

A meaningful mission. Great benefits. A vibrant culture
Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.
At Ameritas, you’ll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don’t:

Ameritas Benefits
For your money:
• 401(k) Retirement Plan with company match and quarterly contribution.
• Tuition Reimbursement and Assistance.
• Incentive Program Bonuses.
• Competitive Pay.

For your time:
• Flexible Hybrid work.
• Thrive Days - Personal time off.
• Paid time off (PTO).

For your health and well-being:
• Health Benefits: Medical, Dental, Vision.
• Health Savings Account (HSA) with employer contribution.
• Well-being programs with financial rewards.
• Employee assistance program (EAP).

For your professional growth:
• Professional development programs.
• Leadership development programs.
• Employee resource groups.
• StrengthsFinder Program.

For your community:
• Matching donations program.
• Paid volunteer time– 8 hours per month.

For your family:
• Generous paid maternity leave and paternity leave.
• Fertility, surrogacy, and adoption assistance.
• Backup child, elder and pet care support.

An Equal Opportunity Employer

Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we’re committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.

Application Deadline
This position will be open for a minimum of 3 business days or until filled.

This position is not open to individuals who are temporarily authorized to work in the U.S.

Pay:

$103,808.00

$171,284.00

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