Benjamin Forbes in

Benjamin Forbes

Login to view DISC.
Director, Retirement Market Strategy at Paychex
📍 Fairport, New York, United States

Benjamin Forbes is the Director of Retirement Market Strategy at Paychex, where he has been instrumental in growing the retirement business from 9, 000 to over 124, 000 clients. He specializes in new product launches, M&A, and technology integration, holding a Lean Six Sigma certification. Colleagues describe him as an intuitive leader with superior problem-solving skills.

Benjamin is passionate about helping others overcome learning difficulties, a skill he developed as a mathematics tutor at St. John Fisher University. He values creating a comfortable and positive environment to help people learn and still actively uses the coaching skills he gained from that experience in his work today.

He has helped manage and trade retirement plan funds totaling over $40 billion.

Read the full overview →
Experience
13 Years
Current Role
Director, Retirement Market Strategy
Job Level
Mid-senior
Location
Fairport, New York, United States
Personality Overview

How Benjamin shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Benjamin cares about

Retirement Product Strategy
His role focuses on providing the vision and driving growth for Paychex's retirement products to best serve customers and partners.
New Product Launches
Lists new product launches as a key specialty and recently shared an AI-driven innovation for financial advisors that his team launched.
+5 more topics Login to view topics
Career

Work history

6-2025
Director, Retirement Market Strategy
Paychex
1-2023 - 6-2025
Senior Manager, IT Internal Audit
Paychex
4-2016 - 1-2023
Senior Manager, Retirement
Paychex
10-1995 - 5-1999
Mathematics Tutor
St. John Fisher College
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1995 - 1999
Bachelor of Arts
St. John Fisher University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

Other Paychex Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Benjamin. Free, 10 seconds.