Senior Account Manager - Executive Benefits

Lockton is seeking an experienced, entrepreneurial-minded Senior Account Manager to join our growing Executive Benefits practice. This individual will manage client relationships, coordinate nonqualified deferred compensation (NQDC) programs, and deliver exceptional client experiences.

The ideal candidate is proactive, highly organized, detail-oriented, and enjoys solving complex problems while contributing to a collaborative, high-performing team.

Position Responsibilities

-Serve as the primary relationship manager for an assigned portfolio of approximately 20 NQDC clients, building trusted relationships with HR, finance, and executive leadership.

-Lead annual client reviews and stewardship meetings, including plan administration, participation, enrollment activity, and other established plan information.

-Coordinate new client onboarding, plan implementations, and ongoing administration with recordkeepers, third-party administrators, and other service providers.

-Manage annual enrollment campaigns, including participant communications, educational presentations, scheduling, and factual participant education regarding established plan provisions, within applicable compliance guidelines.

-Prepare and review client presentations, reports, enrollment materials, and other communications, ensuring accuracy and consistency.

-Proactively manage client requests, resolve issues, and coordinate internal and external resources to deliver exceptional service.

-Maintain accurate client records, manage competing priorities, and ensure timely follow-through on commitments.

-Collaborate with team members to improve processes, leverage technology, and support the continued growth of our national Executive Benefits practice.

-Provide factual and administrative information regarding established plan provisions while appropriately escalating securities-related questions, investment discussions, or participant-specific recommendations to a registered representative.

-Experience in nonqualified deferred compensation, executive benefits, or related plan administration preferred.

-Strong client relationship management skills, including experience working with senior executives.

-Excellent organizational, analytical, and problem-solving skills with exceptional attention to detail.

-Strong written and verbal communication skills, with the ability to explain complex information clearly.

-Proficiency in Microsoft Excel, PowerPoint, Word, and Outlook.

-Self-starter with a high degree of ownership, initiative, adaptability, and follow-through.

-Ability to manage multiple clients and projects independently while collaborating effectively with others.

-Bachelor's degree in business, finance, accounting, or a related field and/or equivalent professional experience.

-Securities licensing is not required for this position; however, existing securities registrations are considered a plus.

-Legally authorized to work in the United States without the need for current or future employer-provided visa sponsorship. 

Join Our Team

We're building a national Executive Benefits practice focused on exceptional client experiences, meaningful professional growth, and a culture grounded in our core values: Growth Mindset, Caring, Batteries Included, and Ownership Mentality.

We welcome individuals who are curious, collaborative, and excited about helping build something exceptional.