Jeff Bell

Retirement Plan Account Manager

Jeff Bell is an experienced professional in the retirement planning and financial services sector, currently serving as a Retirement Plan Account Manager at SS&C Technologies since May 2022. Previously, Jeff held roles such as Plan Design Specialist at Enterprise Iron and Institutional Consultant at TIAA, where responsibilities included providing technical expertise to Institutional Retirement Plan Sponsors and facilitating the implementation of additional offerings. Jeff also served as a Financial Consultant at TIAA's National Contact Center, exceeding sales goals through needs-based sales techniques, and as Client Relationship Manager at Empower Retirement, managing business relationships for over 170 retirement plans. With a solid foundation in business administration from Northwest Nazarene University, Jeff has developed strong expertise in client relationship management and business development throughout a career that began in 2001.

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