Job Description
The Lead Account and Client Consultant position serves as a liaison between the company and internal and external partners. This position is responsible for projects with significant impact on department results by conducting complete and accurate analysis to identify opportunities to drive growth and efficiency. This position utilizes extensive knowledge to engage with others at a peer level to explain and exchange information.

• This position is remote (within the U.S.A.) and does not require regular in-office presence.

What you do:

• Build and maintain relationships with clients and internal partners
• Serve as main point of contact and primary liaison between internal departments and clients
• Provide support for administrative changes, updates, and terminations
• Assist manager in developing policies and procedures to build customer loyalty and build efficiencies
• Monitor, audit, and evaluate performance for compliance, and take corrective action where needed
• Provide leadership to ensure that functions are handled timely and accurately
• Manage both virtual and in person financial professional meetings and relationships
• Identify at-risk clients while mitigating and managing risk

What you bring:

• Bachelor's Degree or equivalent experience Business, Communication, or related field required required
• 3-5 years retirement plan client relationship management experience, including a general knowledge of nondiscrimination testing, and 5500 preparation required

What we offer:

Ameritas Benefits
For your money:
• 401(k) Retirement Plan with company match and quarterly contribution.
• Tuition Reimbursement and Assistance.
• Incentive Program Bonuses.
• Competitive Pay.

For your time:
• Flexible Hybrid work.
• Thrive Days - Personal time off.
• Paid time off (PTO).

For your health and well-being:
• Health Benefits: Medical, Dental, Vision.
• Health Savings Account (HSA) with employer contribution.
• Well-being programs with financial rewards.
• Employee assistance program (EAP).

For your professional growth:
• Professional development programs.
• Leadership development programs.
• Employee resource groups.
• StrengthsFinder Program.

For your community:
• Matching donations program.
• Paid volunteer time- 8 hours per month.

For your family:
• Generous paid maternity leave and paternity leave.
• Fertility, surrogacy, and adoption assistance.
• Backup child, elder and pet care support.

Application Deadline
This position will be open for a minimum of 3 business days or until filled.

This position is not open to individuals who are temporarily authorized to work in the U.S.