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The Senior Defined Contribution Account Manager maintains client relationships, manages complex 401(k) plans, ensures compliance, and collaborates with internal teams to enhance client services.

This role involves onboarding new clients for retirement plans, handling documentation, and ensuring excellent communication between clients and various stakeholders.

Lead the Annual Distributions Team by ensuring regulatory compliance, managing staff, mentoring junior employees, and enhancing operational efficiency.

The Training and Development Manager will design and implement training programs, assess training needs, and support employee development while coordinating training activities within the organization.