Retirement Account Executive
Department: Retirement Plan Services
The Retirement Services Account Executive at Marsh McLennan Agency manages and grows relationships with employer retirement plan clients — delivering strategic retirement plan consulting, implementation support, and ongoing fiduciary and investment advisory services. You’ll combine deep technical knowledge of plan design, investments, and compliance with strong client-facing skills to drive exceptional service, help clients meet their objectives, and support new business growth.
A day in the life.
As our Retirement Account Executive on the Retirement Plan Services team, you’ll be the primary point of contact and trusted advisor for a portfolio of retirement plan clients, owning the relationship and working closely with plan sponsors and their leadership teams. You’ll conduct deep-dive plan assessments—reviewing design, service providers, fees, investments, compliance risks, and participant behavior—to create objective, goals‑aligned recommendations. You’ll lead RFPs, vendor selection, and plan conversions, coordinating implementation with carriers, recordkeepers, TPAs, and internal specialists to keep transitions smooth. Ongoing, you’ll provide investment advisory and fiduciary support—customized investment guidance, education, plan reviews, regulatory & legislative updates, and issue resolution—then present findings and recommendations to senior stakeholders using benchmarking and market data. You’ll also tap Marsh McLennan Agency’s cross-practice resources to articulate our full value, spot expansion opportunities, and help grow the business through referrals and business development activities.
Our future colleague.
We’d love to meet you if your professional track record includes:
- 5+ years of retirement plan consulting & 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 to translate benchmarking and data into pragmatic recommendations.
- Excellent verbal and written communication and presentation skills; comfort briefing senior leadership.
- Proficiency with Microsoft Office and common reporting/benchmarking tools.
These additional qualifications are a plus, but not required to apply:
- Bachelor’s degree.
- AIF® certification or equivalent experience.
- Prior experience managing RFPs, recordkeeper/vendor selection, and plan conversions.
We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.
Some benefits included in this role are:
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Charitable contribution match programs
- Stock purchase opportunities
To learn more about a career at MMA, check us out our or flip throughrecruiting brochure.
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