Relationship Manager

About This Role

Oversee and provide advisory services to assigned Retirement Plan Clients, focusing on client satisfaction and retention through fiduciary and non-fiduciary services.

Responsibilities

• Provide assistance with Plan Governance and Committee education, including determining plan objectives and reviewing committee structure.
• Review participant education and communication strategies, including ERISA 404(c) requirements.
• Coordinate and reconcile participant disclosures under ERISA Rule 404(a).
• Develop and maintain a Fiduciary Audit File and attend periodic meetings with the Plan Committee.
• Assist with Plan Fiduciaries' Vendor Management, including reviewing fees and services and conducting benchmarking.
• Generate and evaluate Service Provider Requests for Proposals (RFPs) and support contract negotiations.
• Provide Investment education for Plan Fiduciaries, covering Investment Policy Statements and assessment of plan investment structure.
• Review the Plan's Investment Options and Qualified Designated Investment Alternatives (QDIA).
• Provide Employee Investment Education and Communication, including group enrollment meetings and supporting individual participant questions.
• Assist participants with Retirement Readiness and provide fee-specific education.

Requirements

• At least 3 years' experience in the Retirement Plan industry
• Proven verbal, written communication and interpersonal skills
• Superb computer skills, including facility with Microsoft Office Suite (Word, PowerPoint, Excel, etc.)
• Detail oriented, organized, and able to multitask
• Comfortable working with all levels of management
• Series 65 or 66 (or ability to obtain once hired)

Qualifications

• Bachelor's Degree from accredited university preferred
• At least 3 years' experience in the Retirement Plan industry is required. Previous experience as a Relationship Manager is preferred.

Nice to Have

• Previous experience as a Relationship Manager

Skills

* Required skills

Benefits

Certifications