ERISA Compliance Manager

Job Summary

Providing comprehensive relationship management support, the full-time remote Client Relationship Manager-Retirement Services will ensure high-quality delivery of 401(k) and retirement plan services while serving as an ERISA and 401(k) expert for Retirement Plan Advisors.

Key responsibilities

• Serve as an internal ERISA and 401(k) expert, providing guidance on regulatory standards and assisting with compliance documentation
• Act as a trusted point of contact for clients, addressing inquiries related to plan design, operations, and compliance
• Support the onboarding of new retirement plan clients and maintain accurate client records within Salesforce CRM

Required qualifications

• Bachelor's degree in Business, Finance, Accounting, or a related field
• 2-5 years of experience working with retirement plans, particularly 401(k) plans, in a client-facing role
• Experience supporting advisors and clients in a retirement plan or financial services environment
• Proficiency with CRM systems (Salesforce preferred) and Microsoft Office Suite
• Relevant designations related to 401(k) plan administration or ERISA compliance are a plus