Relationship Manager

Daybright Financial; United States; On-site; USD 75,000 - 115,000; Full time

Job summary

Daybright Financial is seeking a Relationship Manager to support retirement solutions for the private sector. This role requires extensive interaction with clients, ensuring compliance and high satisfaction with our services, drawing on your profound knowledge of retirement regulations and a strong commitment to client service.

Benefits

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Disability insurance

Qualifications

• 7 years of experience in retirement plan services required.
• Strong understanding of retirement plan regulations including ERISA.
• ASPPA QKA or ERPA designation preferred.

Responsibilities

• Ensure client operational and regulatory issues are resolved effectively.
• Assist clients with compliance for PEO/MEP/PEP plans and reporting.
• Guide clients in adhering to ERISA regulations.

Skills

Strong organizational skills

Problem-solving skills

Strong communication skills

Computer literacy

Education

ASPPA QKA or ERPA designation

Tools

Excel

Word

Adobe

Relius Administration & Document systems

Job description

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This range is provided by Daybright Financial. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$75,000.00/yr - $115,000.00/yr

Additional compensation types

Annual Bonus

Job Description

Daybright Financial is one of the largest independently owned insurance brokerage firms in the country providing a full range of employee benefits, compliance, and HR consulting services, along with retirement solutions for both the private and public sectors. The business was formed in 2008 and today serves over three million participants nationally in the K-12, Corporate and Government markets. For more information about Daybright, please visit our website: www.daybright.com.

Dabright is hiring a PEO-MEP-PEP Relationship Manager for our Retirement Private Sector Solutions segment.

Position Overview:

The Relationship Manager will interact daily with clients, accountants, attorneys, investment advisors and other intermediaries serving as the central point of contact for the assigned portfolio accounts. The Relationship Manager is responsible for ensuring quality client service. The Relationship Manager is ultimately accountable for the clients’ overall satisfaction with our services.

Job Responsibilities (included but not limited to):

• Ensure that the clients’ operational and regulatory issues are resolved in a manner that exceeds client expectations.
• Help clients understand and comply with the complex regulations surrounding PEO/MEP/PEP plans, including reporting requirements.
• Work as your clients’ liaison in delivering compliance reports and testing results prepared by skilled members of our highly functionalized organization.
• Build trust and confidence with key personnel both at the client organization, as well as ancillary service providers (CPA, Investment Advisor, etc.).
• Deliver consulting expertise while guiding your clients in complying with plan documents and ERISA regulations and guidelines.
• Address unique or difficult regulatory and consultative issues and assist clients in preparing plan amendments.
• Research and resolve inquiries from company owners, plan trustees, human resource, payroll personnel, brokers, and investment advisors.

Requirements:

• At least 7 years of experience in retirement plan services.
• Thorough understanding of retirement plan regulations, including ERISA, and the differences between MEPs and PEPs.
• 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.
• Strong computer literacy, including Excel, Word, and Adobe and a basic to intermediate understanding of Relius Administration & Document systems preferred.
• Experience with third party administration, defined benefits, and defined benefit contributions.
• Must be able to work both independently and under direction.
• ASPPA QKA or ERPA designation or approved equivalent preferred.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

Referrals increase your chances of interviewing at Daybright Financial by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Disability insurance

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