Relationship Manager

Daybright Financial; United States; On-site; USD 65,000 - 85,000; Full time

Job summary

Daybright Financial is seeking a Relationship Manager to oversee clients' retirement programs with an emphasis on client satisfaction and compliance with regulatory guidelines. The successful candidate will be innovative, self-motivated, and will interact daily with clients and various intermediaries. Responsibilities include building relationships, resolving operational issues, and collaborating with internal teams.

Requirements include 3 to 5 years of experience in defined benefit/cash balance service areas and strong organizational and communication skills.

Qualifications

• 3 to 5 years of experience in the defined benefit/cash balance service area preferred.
• Experience working with predominantly small plan markets.
• Must be mature and dependable.

Responsibilities

• Develop an understanding of retirement plans that meet business needs of clients.
• Build trust with key personnel at client organizations and service providers.
• Ensure clients’ operational and regulatory issues are resolved exceeding expectations.
• Collaborate with internal Actuaries for compliance of plans.
• Deliver summarized plan year-end work with effective communication.
• Provide insights to management regarding client trends.

Skills

Organizational skills

Problem-solving skills

Strong communication skills

Computer literacy (Excel, Word, Adobe)

Education

ASPPA DBA certificate or approved equivalent

Tools

Relius Administration & Document systems

Job description

Simply put, we are one of the nation’s largest independent, privately held firms specializing in employee benefits, retirement plans, and all their associated compliance needs. Since 2008, we have grown by acquiring over 60 local and national firms that have been trusted members of their communities for decades. We hold the coveted “Best Places to Work – USA,” certification and serve more than 22,000 employer groups and 3.6 million plan participants nationally. Daybright Financial also operates a dedicated independent divisional team, Daybright Broker Solutions, to further enhance the services, support, and marketing resources to grow the businesses of benefits brokers and consultants and enable professional employer organizations (PEOs) to bring more to the table for their clients — through the seamless delivery of Fortune 500-level health and financial wellness solutions.

For more information on Daybright Financial, visit daybright.com.

General Description

The successful candidate for this position will be innovative, self‑motivated, and efficient and enjoy both strategic and detailed involvement with managing clients’ retirement programs. The Relationship Manager will interact daily with clients, accountants, attorneys, investment advisors and other intermediaries serving as the central point of contact for guidance on the retirement plan benefits and required compliance with regulatory guidelines. The Relationship Manager is responsible to ensure quality client service. The Relationship Manager is ultimately accountable for the clients’ overall satisfaction with Daybright Financial Services.

Responsibilities

• Through relationship building, develop an understanding of how the retirement plans impact and help meet the business needs of your clients.
• Build trust and confidence with key personnel both at the client organization, as well as ancillary service providers (CPA, Investment Advisor, etc.).
• Actively participate in ensuring that the clients’ operational and regulatory issues are resolved in a manner that exceeds client expectations.
• Collaborate with internal Actuaries on the defined benefit/cash balance plans and Relationship Managers of combined defined contribution plans for compliance of the plans, as a whole, for clients.
• Deliver summarized plan year end work with effective communication of annual test results and open action items for client.
• Be a Daybright expert – understanding how and who provides various services and how these can be utilized to exceed client expectations.
• Provide insight to management regarding trends in client expectations and how those can be met by Daybright.

Required Skills/Experience

• Experience working with predominantly small plan markets.
• 3 to 5 years of experience in the defined benefit/cash balance service area preferred.
• Strong organizational and problem‑solving skills, with the ability to track multiple tasks and issues, set goals and prioritize tasks in a fast‑paced environment.
• Strong communication skills, both written and verbal.
• Must be mature and dependable.
• Strong computer literacy, including Excel, Word, and Adobe and a basic to intermediate understanding of Relius Administration & Document systems preferred.
• Must be able to work both independently and with direction.
• ASPPA DBA certificate or approved equivalent preferred.