Relationship Manager

MP: Wired for HR; United States; Remote; USD 80,000 - 100,000; Full time

Job summary

An established industry player is seeking a Relationship Manager to foster strong connections with Plan Sponsors and Participants. This role focuses on providing tailored guidance on retirement plans, ensuring regulatory compliance, and optimizing clients' savings. With a commitment to service excellence, the Relationship Manager will engage with clients, deliver educational seminars, and collaborate with internal teams to meet client expectations. If you have a passion for retirement services and a knack for building relationships, this position offers an exciting opportunity to make a significant impact in the investment management sector.

Benefits

Medical insurance

Dental insurance

Vision insurance

Annual performance-based bonus

Qualifications

• 5 years of experience in qualified retirement plan management including 401(k) and related plans.
• Excellent verbal and communication skills required.

Responsibilities

• Build and sustain connections with Plan Sponsors and Participants.
• Provide tailored guidance on plan design and investment choices.
• Assist with day-to-day client questions and provide education meetings.

Skills

Verbal communication skills

Organizational skills

Problem-solving

Service orientation

Education

Bachelor's degree or equivalent work experience

Job description

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Base pay range

$80,000.00/yr - $100,000.00/yr

Additional compensation types

Annual Bonus

JOB SUMMARY: Relationship Manager

The Relationship Manager is responsible for building and sustaining strong connections with Plan Sponsors and Participants. They offer tailored guidance on plan design, investment choices, participant education, and overall plan administration, ensuring regulatory compliance while striving to optimize clients' retirement savings. Serving as the primary Plan Contact, they address all Plan related needs for clients.

JOB RESPONSIBILITIES: Relationship Manager

1. Taking ownership for the on-going retention and success of a book of clients.
2. The EXTERNAL focus of this position is ensuring a positive, service-oriented experience.
3. The INTERNAL focus of this position is ensuring asset retention and growth.
4. Working between the internal "Compliance Team" and the "Implementation Team" to meet client expectations.
5. Assist with day-to-day questions (responding to calls/emails) that require Investment discussions or problem escalation.
6. Weekly meeting with Consulting Director on Client.
7. Provide Investment Advisory support to Participants and Plan Sponsors.
8. Delivery of Annual Cycle communications (Fiduciary File/Projections, Annual Compliance Testing, and Form 5500).
9. Communicates with Clients and internal Plan Administrator Consultants on Plan objectives, involved with escalated issues and assisting with solutions.
10. Set timeline for delivering solutions/results to Clients.
11. Ensuring projects are completed and communicated to clients timely.
12. Providing virtual and/or onsite employee education meetings/seminars.
13. Schedule / Build / Lead Globally available webinars for Participants AND Plan Sponsors.
14. Run Targeted SmartPlan Email Campaigns to drive deferral/participation growth/rollovers.
15. Provide benchmarking/proposal generation support to sales (ONLY AS NEEDED).

JOB QUALIFICATIONS: Relationship Manager

1. Experience: 5 years of experience with qualified retirement plan management experience including 401(k), Profit Sharing, Cross-Tested, Safe Harbor, Cash Balance/Defined Benefit, Combo plans, 403(b), MEPs/PEPs, etc.
2. Education: Bachelor's degree or equivalent combination of work experience.
3. Knowledge/Skills: Excellent verbal and communication skills, excellent organization skills and attention to detail, Ability to resolve issues for Retirement Services Clients, and service oriented.
4. Certifications/Designations: FINRA 65 License or ability to obtain within 4 months of accepting position. Series 7 + 66 licenses will work in lieu of the Series 65.

ABOUT MP'S CLIENT:

MP's Client combines decades of academic expertise on plan design with low-cost investments. Then, they bundle it up with modern technology, objective advice, and administrative accountability. Founded in 2000, the company is a SEC-registered investment adviser that specializes in retirement benefits, 401(k) plans, and investment management. Their purpose is to demystify the retirement plan industry for the people they serve. To empower those individuals to understand their options and choose their unique path to retirement success. To offer transparent consultation, continuous education, and market-leading service which elevate the standard of the industry.

ADDITIONAL INFORMATION:

1. Location: While this position is a remote role, we do expect the ability to travel to client meetings. Travel will be based on client demand and we are anticipating 5-10 trips per year.
2. Compensation Expectations: $80k - $100k (based on experience) + up to a 10% Annual Performance Based Bonus.
3. Benefits: Medical, Dental, Vision and more!

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Business Development, Consulting, and General Business

Industries

Investment Management