Gallagher · 9 hours ago
Senior Account Manager, Retirement Services
White Plains, NY
Full-time
Hybrid
Senior Level
$74K/yr - $144K/yr
5+ years expGallagher Benefit Services is a trusted partner helping organizations with important people decisions. The Senior Account Manager, Retirement Services will provide consulting services, manage client accounts, and ensure client satisfaction while contributing to the development of functional strategy.
ConsultingFinancial ServicesInsuranceManagement ConsultingRisk Management
Responsibilities
Specializing in providing consulting services to assigned client accounts and is responsible for the day-to-day account management for accounts of moderate to high complexity
Builds, expands, and solidifies relationships with existing clients at all levels within the company
Has retention goals for assigned group of accounts
Assess and prioritizes client needs in a timely manner
Identifies and helps clients to focus on their most critical needs
Sets and communicates clear and realistic expectations
Reviews/approves all key client deliverables
Works closely with Sales to prepare and negotiate fee-based pricing of services and on the transition of the new clients post the completed sales process
Anticipates internal and/or external business challenges and/or regulatory issues; recommends process, product or service improvements
Contributes to the development of functional strategy
Leads project teams to achieve milestones and objectives
May supervise day-to-day work of junior level employees, but does not typically have formal management role
Qualification
Required
Bachelor's degree or equivalent from four-year College or technical school; or five years related experience and/or training; or equivalent combination of education and experience
Excellent oral, written communication, organizational skills, negotiation and time management skills
Excellent presentation skills
Experience in defined contribution plan design, governance, compliance, and administration
Working knowledge of Microsoft Office Suite
Travel required (25%)
Series 65 license required or open to obtaining within the first 6 months of employment
Preferred
Master's degree or professional certification preferred
5 years related experience in professional services businesses
Benefits
Medical/dental/vision plans, which start from day one!
Life and accident insurance
401(K) and Roth options
Tax-advantaged accounts (HSA, FSA)
Educational expense reimbursement
Paid parental leave
Digital mental health services (Talkspace)
Flexible work hours (availability varies by office and job function)
Training programs
Gallagher Thrive program - elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
Charitable matching gift program
And more...
Company
Gallagher
Gallagher is an international insurance brokerage and risk management services firm.
10001+ employees
H1B Sponsorship
Gallagher has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (58)
2024 (31)
2023 (32)
2022 (45)
2021 (36)
2020 (15)
Funding
Current Stage
Public CompanyTotal Funding
$9.7B2024-12-09Post Ipo Equity· $8.5B
2023-06-22Post Ipo Debt· $1.2B
1984-06-29IPO
Leadership Team
Alec Herring
Area Senior Vice President
Mark Gresser
Executive Vice President
Recent News
2025-12-04
2025-11-19
Company data provided by crunchbase