Retirement Services Account Executive
- Location
- Dallas - 13155 Noel
- Listed
- 5 days ago
About the role
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.
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.
Company
Marsh McLennan Agency
Equal opportunity and legal notices
Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
From Mmc's careers page, first listed on Rolev.ai on November 6, 2026. Rolev.ai is not the employer.
How Rolev.ai helps with this application
Rolev.ai is a job search and application tool for US job seekers. For this Retirement Services Account Executive role at Mmc, it shows how your resume fits, tailors your resume to the posting, and prepares the application for you to review.
See how you fit
Openings from employer career sites are ranked against your whole resume—and searchable inside Claude, ChatGPT, and Cursor via Rolev.ai MCP.
Tailor without inventing
Every change to your resume is checked against your original. New experience goes in only with your yes—zero fabricated claims.
Draft the full kit
Tailored and Full Match resumes, role-specific cover letters, and answers to employer screening questions are prepared in seconds.
1-Click Extension Autofill
The Chrome extension fills the employer's Greenhouse, Workday, Lever, or Ashby form in 1 click. You review it and press Submit.
Common questions
Where is the Retirement Services Account Executive job at Mmc located?
This Retirement Services Account Executive position at Mmc is located in Dallas - 13155 Noel. Always check Mmc's application page for specific state eligibility or relocation policies.
How do I apply for the Retirement Services Account Executive position at Mmc?
This listing links directly to Mmc's Workday application page. You can apply directly on Mmc's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Workday application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.