Director of Pooled Plans Management

A company is looking for a Director, Pooled Plans Account Management.

Key Responsibilities

Design service models and establish metrics to ensure high customer satisfaction

Oversee client relationships and maintain loyalty and retention within assigned accounts

Develop service and retention strategies while achieving measurable objectives for profitability and client satisfaction

Required Qualifications

Bachelor's degree in business or related field, or equivalent work experience

15+ years of retirement industry experience

10+ years of management experience

Expert knowledge of financial analytics and service metrics

Leadership skills to manage complex relationships and empower teams