Allied Personnel Services · 10 hours ago
Account Manager (Retirement Planning Services)
Bethlehem, PA
Full-time
Onsite
Mid Level
$75K/yr - $95K/yr
3+ years expAllied Personnel Services is seeking candidates for an Account Manager (Retirement Planning Services) opening at an established financial services firm. The role involves building strong client relationships, ensuring exceptional service delivery, and helping plan sponsors maximize the value of their retirement plan offerings.
Human ResourcesRecruitingStaffing Agency
Hiring Manager
Janell O'Brien
Responsibilities
Act as the primary relationship manager for a portfolio of 20 to 30 mid-market retirement plan clients (e.g., 401(k), 403(b), 457 plans)
Develop and maintain long-term relationships with plan sponsors, advisors, and key stakeholders
Coordinate plan onboarding, conversions, and ongoing administration activities
Proactively manage client needs, anticipate issues, and deliver timely, effective solutions
Partner with advisors, analysts, and compliance to ensure seamless service delivery
Educate clients on regulatory requirements (ERISA, DOL, IRS) and support plan compliance efforts
Identify opportunities to enhance client engagement, participant outcomes, and plan success
Support client retention efforts
Maintain accurate client records and documentation in CRM and internal systems
Qualification
Required
Bachelor's degree in business, finance, economics, or a related field
3+ years of experience in retirement plan services, relationship management, or financial services
Strong working knowledge of defined contribution retirement plans and ERISA regulations
Excellent communication skills with the ability to explain complex concepts clearly
Confidence to lead difficult conversations with sponsors about fees, fiduciary responsibilities, and plan design changes
Proven ability to manage multiple client relationships and priorities simultaneously
High level of professionalism, attention to detail, and client-first mindset
Preferred
Retirement-focused designations such as AIF, QKA, or CRPS
Series 6/7 and associated state licenses (Series 63/65/66) are not required but are a strong plus
Benefits
Benefits
Bonus opportunity
Generous PTO
Company
Allied Personnel Services
Allied Personnel Services is a staffing and recruiting company that hires for temporary and permanent positions.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
S
Sadie Kline
Founder
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