Allied Personnel Services is seeking candidates for an Account Manager (Retirement Planning Services) opening! Our client is an established LV financial services firm that prides itself on being named a Best Place to Work. As an employee owned company, the team is committed to professional servicing and a high quality client experience. Along w/ a competitive salary of $75,000-95,000/yr, the position offers benefits, bonus opportunity, and generous PTO.

This role is ideal for those in record keeping/TPA relationship management roles who want to move into a a true fiduciary advisory seat.

Our client seeks someone capable of building strong client relationships, ensuring exceptional service delivery, and helping plan sponsors understand and maximize the value of their retirement plan offerings.

In this role you will serve as the primary point of contact for assigned employer-sponsored retirement plan clients:

• 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.

Requirements:

• 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.

Retirement-focused designations such as AIF, QKA, or CRPS are preferred. Series 6/7 and associated state licenses (Seriesw 63/65/66) are not required but are a strong plus.

Qualified candidates can apply by emailing a resume to pro@alliedps.com