Join NFP as a Senior Account Manager in Group Retirement, leveraging your expertise in client management and retirement planning. This hybrid role requires robust relationship-building skills with small group retirement clients.
As a Senior Account Manager at NFP, you will take charge of a dedicated portfolio within the Group Retirement team. With a focus on small business clients, your responsibilities will range from enhancing client relationships to ensuring compliance and effective plan governance. You will collaborate with consultants and seek opportunities to maximize plan performance.
Key Responsibilities:
• Manage daily client relations for retirement plans
• Conduct annual plan reviews and touchpoints
• Advise on plan governance and compliance
• Support clients during vendor transitions
• Identify new business opportunities for expansion
Requirements:
• Minimum 5 years in group retirement services
• Valid LLQP certification required within a year
• Strong communication and organizational skills
• Proficient in Microsoft Office Suite
• Bilingual candidates are an asset
Elevate your career in client management and retirement services with NFP, a leader in personalized financial solutions.
#J-18808-Ljbffr
📌 Senior Account Manager - Group Retirement (Ontario)
🏢 Aon
📍 Ontario