Group Account Director Jobs in Irvine, CA
Group Account Director jobs in Irvine, California are available now at employers like Principal Financial, WSP, and PDS Health and other local employers, from entry level to senior. See the openings below and apply to the ones that match your experience.
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Due to our continued growth, the Retirement Plan Consulting division currently has an opening for a Client Manager. This role would be assisting with departmental objectives while maintaining relationships with key retirement plan sponsors (governmental and 401k) with a focus on client satisfaction and retention.
Provide advice and support to plan fiduciaries via committee meetings in the areas of investment selection , plan provisions, and strategic recommendations to improve the plan.
Respond promptly to client inquiries and troubleshoot in conjunction with the Provider, TPA, DCIO, or other subject matter experts
Conduct participant education meetings and seminars, including one-on-one consultations
Meticulously update CRM on a real time basis, and generate periodic departmental reports.
Generate and coordinate client deliverables such as investment and plan reviews with a high emphasis on accuracy and meeting stringent deadlines. Quarter end is typically fast paced.
Offer additional support in facilitating RFP’s from various vendors
Update and generate weekly reports utilizing the CRM and MS Office , adhering to departmental protocols.
Assist in generating pitch decks and compiling competitive intelligence on upcoming prospect meetings
Special projects as needed
KNOWLEDGE, SKILLS & ABILITIES
Working knowledge of investment analytics ( i.e. mutual funds , CIT’s, subaccounts, etc.)
Polished written and oral communication skills
Familiarity with RPAG investment analysis software helpful but not required
Prior experience with CRM software (Redtail and Salesforce a plus )
A proven track record of excellent customer service
Intermediate level knowledge of MS Office – Word, Ex c el, PowerPoint, Outlook
Extremely detail oriented, proactive, and reliable in all aspects
Working knowledge of facilitating virtual meetings via Microsoft Teams
EDUCATION & EXPERIENCE
1-3 years of experience in the financial services industry required . Experience with institutional retirement plans a plus but not required .
Bachelor’s degree preferred .
Advanced industry designations such as CPFA, AIF, QKA , CFP preferred .
FIN R A Series 65 and CA Llife Insurance License required (Required within 90 days of hire if not already in possession.
Compensation starts at $75,000+ annually and is negotiable at time of offer.
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IMPORTANT NOTICE:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.
The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
See All 10 Group Account Director Jobs in Irvine
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Find Group Account Director JobsGroup Account Director Job Market in Irvine
Who's Hiring
- Principal Financial2
- WSP1
- PDS Health1
- JPMorganChase1
- Parker Hannifin1
Top Industries Hiring
- Medical Devices2
- Banking & Financial Services2
- Fintech1
- Manufacturing1
- Accounting & Auditing1
Group Account Director Jobs in Irvine: Frequently Asked Questions
How many group account director jobs are there in Irvine?
There are 10+ group account director openings in Irvine, California on Migrate Mate as of June 2026. New positions post regularly as Irvine employers hire.
Which companies hire group account directors in Irvine?
Employers hiring group account directors in Irvine include Principal Financial, WSP, and PDS Health, based on current listings on Migrate Mate as of June 2026.
Are there remote group account director jobs in Irvine?
Yes. About 0% of group account director openings tied to Irvine are remote or hybrid as of June 2026. The rest are on-site roles based in and around Irvine.
Which industries hire the most group account directors in Irvine?
Most group account director openings in Irvine sit in Medical Devices, Banking & Financial Services, and Fintech, per current listings on Migrate Mate as of June 2026.
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