Retirement Plan Relationship Manager

Job Summary

Managing a diverse portfolio of retirement plan clients, the full-time Relationship Manager II will serve as the primary contact for clients and their financial advisors, providing technical guidance and resolving complex issues in a fully remote environment.

Key responsibilities

• Own client relationships, leading consultation calls and providing compliance guidance
• Manage deliverables for annual plan compliance and oversee complex plan transitions
• Serve as a mentor for Relationship Manager I team members and participate in cross-functional initiatives

Required qualifications

• 3+ years of experience in retirement plan administration or client services
• Strong knowledge of defined contribution plan compliance, including ERISA, DOL, and IRS requirements
• Proficiency in retirement plan platforms such as PensionPro, Datair, FTW, or ASC
• Exceptional communication skills with clients, advisors, and colleagues
• Ability to manage a complex book of business effectively