Client Executive, MJ Retirement

Themjcos

Carmel, Indiana (Carmel) permanent

Posted: January 15, 2026

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Required Skills

Retirement Plan Services Client Facing Financial Analysis Recordkeeping Investment Platforms Compliance Requirements Microsoft 365 Power BI Data Management Microsoft Dynamics CRM Platforms

Job Description

About the job

•

Education

• Bachelor’s degree in Business, Finance, Economics, or a related field preferred; equivalent experience will also be considered.

• Professional designations:

• CPFA, QKA, CRPS, or equivalent preferred.

• FINRA Series 6/7/65/66 licenses are strongly preferred.

• Candidates without the required licenses must obtain the Series 65 within the first 120 days of employment.

Knowledge & Experience

• 5–10 years of experience in retirement plan services or sales, including direct client-facing responsibilities.

• Experience with retirement plan recordkeeping, investment platforms, and compliance requirements is required.

• Strong understanding of financial analysis and reporting.

• Ability to manage multiple client relationships in a fast-paced environment.

Technical functions

• Proficiency with Microsoft 365, Power BI and data management tools.

• Strong written and verbal communication skills, including public speaking.

• Strong mathematical and analytical skills.

• Excellent organizational and time management skills, with the ability to multitask and prioritize effectively.

• Familiarity with CRM platforms like Microsoft Dynamics and HubSpot

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