Vista previa generada por IA
Mid‑level Retirement Services Account Executive role in Dallas, hybrid with focus on retirement plan consulting and client growth.
Drive fiduciary advisory, plan design and vendor management while expanding business opportunities in a supportive, inclusive culture.
Company:
Marsh McLennan Agency
Description:
Retirement Account Executive
Department: Retirement Plan Services
Our not‑so‑secret sauce.
Award‑winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Retirement Account Executive at MMA.
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MRSH).
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
- Hybrid work
- Charitable contribution match programs
- Stock purchase opportunities
To learn more about a career at MMA, check us out our website or flip through recruiting brochure .
Follow us on social media to meet our colleagues and see what makes us tick:
X
Who you are is who we are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client‑focused teams.
Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.