Account Manager - Executive Benefits

Robert Half HR Solutions is currently partnering with a client that is looking to add an Account Manager to oversee executive nonqualified deferred compensation and performance plans for corporate clients. This position involves providing expert consulting, managing plan operations, and coordinating with HR and Finance teams to ensure smooth administration and compliance. The ideal candidate will possess deep industry expertise and excel at building strong client relationships. This is a great opportunity to join an established organization with a great company culture.

Responsibilities:

• Manage the day-to-day administration of executive benefit plans, ensuring accurate and timely operations.

• Serve as the primary contact for client check-ins, addressing inquiries, resolving challenges, and delivering strategic plan guidance.

• Oversee annual enrollment processes, including timeline development and participant communication strategies.

• Collaborate with recordkeeping partners such as Fidelity and Empower to maintain accurate reporting and operational efficiency.

• Analyze and prepare detailed plan reports, reconciliations, and activity summaries to support client decision-making.

• Lead initiatives for new plan implementations and updates, ensuring seamless integration and compliance.

• Provide expert consulting on plan design and funding concepts, aligning strategies with client goals.

• Coordinate cross-functional efforts between HR and Finance teams to streamline plan operations and communication.

• Ensure compliance with §409A regulations and other relevant policies, monitoring plan funding and trust arrangements.

• Minimum of 5 years of experience in executive benefits, retirement services, or similar client-facing roles.

• Proven track record of working with large employers, such as Fortune 1000 companies.

• Bachelor’s degree required, ideally in finance, accounting, business, or economics.

• Advanced proficiency in Microsoft Excel and Word, with strong organizational and communication skills.

• Solid understanding of §409A regulations and plan funding concepts, with familiarity in rabbi trusts considered a plus.

• Ability to coordinate effectively with HR, Finance, and recordkeeping partners.

• Strong analytical skills to prepare and assess plan reports and reconciliations.

• Exceptional problem-solving abilities and attention to detail when managing plan operations.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use and Privacy Notice.