Client Relationship Manager-Retirement Services

Foundation Risk Partners, Corp.; Orlando (FL); Remote; USD 65,000 - 95,000; Full time

Benefits offered by this job

401(k) with company match

Health benefits

Life insurance

Short/Long-term disability

PTO 18 days + 10 holidays + 2 floating

Job summary

Foundation Risk Partners is seeking a Client Relationship Manager for Retirement Services to support Retirement Plan Advisors and ensure high-quality 401(k) services. This remote role requires EST timezone residency and focuses on ERISA compliance, plan design, and client collaboration.

You will assist with data gathering, reporting, and customized proposals, while maintaining adherence to regulatory standards and fiduciary responsibilities.

Qualifications

• Bachelor’s degree in Business, Finance, Accounting, or related field.
• 2-5 years of experience with retirement plans, especially 401(k), in a client-facing or compliance capacity.
• Experience supporting advisors/clients in retirement plans or financial services.
• Proficiency with CRM systems (Salesforce preferred) and Microsoft Office Suite.
• ASSPA, CEBS, QKA or related ERISA designations are a plus.

Responsibilities

• Provide ERISA and 401(k) guidance to Retirement Plan Advisors on regulatory standards.
• Research and explain complex ERISA issues to advisors and clients.
• Prepare and review 401(k) plan documents and filings for compliance.
• Support fiduciary responsibilities explanations to plan sponsors.
• Assist advisors with client meetings, data, reports, and proposals.
• Coordinate with internal teams (operations, legal, investment management).
• Onboard new retirement plan clients and maintain compliant records in Salesforce.

Skills

Interpersonal skills

Written and verbal communication

Attention to detail

Education

Bachelor’s degree in Business, Finance, Accounting, or related field

Tools

Salesforce

Microsoft Office

Job description

Client Relationship Manager-Retirement Services

Remote

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.

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!

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in Foundation Risk Partners's Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.