Client Relationship Manager-Retirement Services

Foundation Risk Partners, Corp.; Orlando (FL); Remote; USD 70,000 - 95,000; Full time

Benefits offered by this job

401(k) with company match

Company paid life insurance

STD/LTD

PTO + holidays

Job summary

Foundation Risk Partners is seeking a Client Relationship Manager-Retirement Services to join Advus and provide relationship management for 401(k) and other retirement services. This role focuses on ERISA compliance and plan design guidance for Retirement Plan Advisors and plan sponsors.

The position is remote and requires residence in the EST timezone; responsibilities include preparing client meetings, data gathering, reports, and coordination with operations, legal, and investment management

Qualifications

• Bachelor’s degree in Business, Finance, Accounting, or a related field.
• 2–5 years of experience working with retirement plans, particularly 401(k).
• Experience supporting advisors in retirement plan or financial services.
• Proficiency with CRM systems (Salesforce preferred) and Microsoft Office.
• ASPPA, CEBS, QKA or related designations are a plus.

Responsibilities

• ERISA Compliance and Guidance: Serve as ERISA and 401(k) expert, guiding Retirement Plan Advisors on regulatory standards.
• Advisor Support and Collaboration: Assist advisors in preparing for client meetings, data gathering, reports, and customized proposals.
• Client Service and Administrative Support: Onboard new retirement plan clients, respond to inquiries, maintain Salesforce records, and prepare client-facing materials.
• Regulatory & Documentation: Assist in preparing plan documents, amendments, and regulatory filings for ERISA compliance.
• Cross-functional coordination: Facilitate communication between field advisors and internal departments.

Skills

Interpersonal skills

Written and verbal communication

Detail oriented

Multitasking

Education

Bachelor's degree in Business/Finance/Accounting

Tools

Salesforce CRM

Microsoft Office

Job description

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Client Relationship Manager-Retirement Services to their Advus team.

Location: Remote (Must reside in EST timezone)

Job Summary:

In this role, you will provide comprehensive relationship management support to our Retirement Plan Advisors, ensuring the seamless delivery of high-quality 401(k) and other retirement plan services to our clients. Your expertise in 401(k) plan design, administration and compliance will be essential in maintaining regulatory standards and offering actionable insights to both advisors and plan sponsors.

Essential Functions:

ERISA Compliance and Guidance

• Serve as an internal ERISA and 401(k) expert, offering ongoing guidance to Retirement Plan Advisors on DOL, IRS, PBGC, and other regulatory standards.
• Research and analyze complex ERISA-related issues, developing clear and concise explanations for advisors and clients.
• Assist in the preparation and review of 401(k) plan documents, amendments, and other regulatory filings to ensure ERISA compliance.
• Support advisors in understanding and articulating fiduciary responsibilities to plan sponsors.
• Stay abreast of new and evolving ERISA legislation, regulations, and industry best practices, proactively communicating relevant updates to the team.

Advisor Support and Collaboration

• Act as a trusted point of contact for Retirement Plan and 401(k) clients, addressing inquiries related to plan design, operations, and compliance.
• Assist advisors in preparing for client meetings, including gathering data, generating reports, and developing customized proposals.
• Collaborate with advisors to identify client needs and opportunities, contributing to the development of tailored retirement plan solutions.
• Support advisors in explaining complex retirement plan concepts, including investment options, fee structures, and withdrawal strategies, to clients.
• Facilitate communication and coordination between field advisors and internal departments (e.g., operations, legal, investment management).

Client Service and Administrative Support

• Support the onboarding of new retirement plan clients, ensuring all documentation is complete and compliant.
• Support advisors in responding to client inquiries regarding plan administration, participant inquiries, and general retirement plan questions.
• Maintain accurate and organized client and plan records inside of Salesforce CRM.
• Assist in the preparation of client-facing materials and presentations.
• Accurately diagnoses issues and provide client driven solutions that also meet IRS regulatory requirements

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, compliance or administrative capacity.
• Experience supporting advisors and/or clients in a retirement plan or financial services environment.
• Strong interpersonal, written, and verbal communication skills.
• High attention to detail and ability to manage multiple projects simultaneously.
• Proficiency with CRM systems (Salesforce preferred) and Microsoft Office Suite.
• ASPPA, CEBS, QKA, or other designations related to 401(k) plan administration or ERISA compliance are a plus.

Disclaimer:

While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.

Equal Employment Opportunity (EEO):

FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law.

Benefits:

FRP offers a comprehensive range of health‑related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!