Retirement Services Account Executive

About the role

The Retirement Services Account Executive at Marsh McLennan Agency manages and grows relationships with employer retirement plan clients. The role delivers strategic retirement plan consulting, implementation support and ongoing fiduciary and investment advisory services, combining technical knowledge of plan design, investments and compliance with strong client-facing skills.

Key responsibilities

• Serve as the primary point of contact and trusted advisor for a portfolio of retirement plan clients, working closely with plan sponsors and their leadership teams.
• Conduct deep-dive plan assessments covering design, service providers, fees, investments, compliance risks and participant behaviour, then recommend goals-aligned changes.
• Lead RFPs, vendor selection and plan conversions, coordinating implementation with carriers, recordkeepers, TPAs and internal specialists.
• Provide investment advisory and fiduciary support, including customised investment guidance, education, plan reviews, regulatory and legislative updates and issue resolution.
• Present findings and recommendations to senior stakeholders using benchmarking and market data.
• Use cross-practice resources to identify expansion opportunities and grow the business through referrals and business development.

Required profile

• 5+ years of retirement plan consulting and design, recordkeeping/third-party administration or related industry experience.
• Strong technical expertise in retirement plan design, administration, fiduciary responsibilities and investment line-up analysis.
• Demonstrated ability to deliver consultative client service and turn benchmarking and data into practical recommendations.
• Excellent verbal and written communication and presentation skills, comfortable briefing senior leadership.
• A Bachelor's degree, AIF certification or equivalent experience, and prior experience managing RFPs, recordkeeper/vendor selection and plan conversions are a plus but not required.

Required skills

• Proficiency with Microsoft Office and common reporting and benchmarking tools.

What we offer

• Generous time off, including personal and volunteering days.
• Tuition reimbursement and professional development opportunities.
• Hybrid work.
• Charitable contribution match programs.
• Stock purchase opportunities.