Relationship Manager, 3(16) Fiduciary Services, (TFG)

Strongpoint Partners; United States; Hybride; USD 45 000 - 55 000; Plein temps

Avantages offerts par ce poste

Flexible Workplace

Flexible PTO

Inclusive Environment

Growth Opportunities

Comprehensive Benefits

Résumé du poste

Strongpoint Partners is seeking an experienced Relationship Manager to join the 3(16) Fiduciary Services team. You will serve as the primary point of contact for a portfolio of retirement plan clients, ensuring delegated fiduciary responsibilities are carried out accurately and in compliance with ERISA requirements.

We value relationship-focused professionals who thrive in a fast-paced environment, partner with clients and internal teams, and are passionate about delivering exceptional service.

Qualifications

• Bachelor's degree in Business, Finance, Accounting, or a related field.
• 5–7+ years of experience in retirement plan administration, compliance, relationship management, or fiduciary services.
• Experience managing a portfolio of retirement plans or client relationships in a high-volume environment.
• Strong knowledge of retirement plan operations, including eligibility, contributions, loans, distributions, compliance testing, and regulatory filings.

Responsabilités

• Serve as the primary relationship manager for a portfolio of 75–100 retirement plans providing 3(16) fiduciary services.
• Manage delegated fiduciary responsibilities, including contribution monitoring, participant notice delivery, and ongoing compliance activities.
• Lead and participate in regular fiduciary governance meetings with plan sponsors and financial advisors.
• Partner closely with internal service teams to ensure timely execution of fiduciary responsibilities and client deliverables.
• Maintain plan documentation, eligibility records, contribution files, and participant notices within PensionPro to support ERISA compliance.
• Assist with retirement plan transitions, mergers, and terminations by coordinating employee data and fiduciary administration activities.
• Support annual plan audits by gathering documentation and responding to auditor requests.
• Maintain participant and plan information with recordkeepers, including employee additions, terminations, and other plan updates.
• Respond promptly to client and participant inquiries while providing an exceptional customer experience.
• Build trusted relationships with clients through proactive communication and high-quality service.
• Other duties as assigned.

Connaissances

Relationship management

Communication

Excel

Attention to detail

Organization

Collaboration

Formation

Bachelor's degree in Business, Finance, Accounting, or a related field

Outils

PensionPro

FT William

Empower

Voya

Description du poste

Strongpoint Partners is tech -enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, Strongpoint offers a suite of services that prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve. Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone. For more information, please visit: www.strongpointpartners.com .

About The Finway Group, (TFG):

The Finway Group is a national retirement plan services firm based in Des Moines, Iowa, with a presence across 43 states, serving as the Pooled Plan Provider (PPP), Third-Party Administrator (TPA), and 3(16) Named Fiduciary for all plans it administers. Finway offers a comprehensive suite of single-employer and Pooled Employer Plan (PEP) retirement solutions, providing employers flexible, turnkey retirement plan options. With approximately 50 team members and a 96%+ client retention rate, Finway has built a reputation for high-touch, results-driven retirement plan management. TFG is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).

Position Summary:

The Finway Group, a Strongpoint Partners company, is seeking an experienced Relationship Manager to join our growing 3(16) Fiduciary Services team. In this role, you'll serve as the primary point of contact for a portfolio of retirement plan clients, helping ensure delegated fiduciary responsibilities are carried out accurately, efficiently, and in compliance with ERISA requirements.

We're looking for a relationship-focused professional who thrives in a fast-paced environment, enjoys partnering with clients and internal teams, and is passionate about delivering exceptional service.

Key Responsibilities:

• Serve as the primary relationship manager for a portfolio of 75–100 retirement plans providing 3(16) fiduciary services.
• Manage delegated fiduciary responsibilities, including contribution monitoring, participant notice delivery, and ongoing compliance activities.
• Lead and participate in regular fiduciary governance meetings with plan sponsors and financial advisors.
• Partner closely with internal service teams to ensure timely execution of fiduciary responsibilities and client deliverables.
• Maintain plan documentation, eligibility records, contribution files, and participant notices within PensionPro to support ERISA compliance.
• Assist with retirement plan transitions, mergers, and terminations by coordinating employee data and fiduciary administration activities.
• Support annual plan audits by gathering documentation and responding to auditor requests.
• Maintain participant and plan information with recordkeepers, including employee additions, terminations, and other plan updates.
• Respond promptly to client and participant inquiries while providing an exceptional customer experience.
• Build trusted relationships with clients through proactive communication and high-quality service.
• Other duties as assigned.

Minimum Qualifications:

• Bachelor's degree in Business, Finance, Accounting, or a related field.
• 5–7+ years of experience in qualified retirement plan administration, compliance, relationship management, or fiduciary services.
• Experience managing a portfolio of retirement plans or client relationships in a high-volume environment.
• Strong knowledge of retirement plan operations, including eligibility, contributions, loans, distributions, compliance testing, and regulatory filings.
• Previous experience working for a Third-Party Administrator (TPA), recordkeeper, or retirement services organization preferred.
• Experience using PensionPro, FT William, Empower, Voya, or similar retirement industry platforms.
• Strong proficiency in Microsoft Excel and retirement plan reporting.
• Excellent verbal and written communication skills with the ability to build lasting client relationships.
• Exceptional organizational skills with strong attention to detail and the ability to manage multiple priorities simultaneously.
• A collaborative mindset and a commitment to delivering outstanding client service.

Pay Transparency Statement:

The anticipated pay range for this position is $45,000-$55,000 annually.

At Strongpoint Partners, our salary ranges reflect the minimum and maximum base pay for the posted position applicable to all locations across the US. Within the posted salary range, individual pay is determined by the geographic location, job related skills, experience, education, and certifications. Our total compensation package includes base pay plus a comprehensive benefits program.

Our Value-Driven Employee Experience:

• Flexible Workplace – Hybrid and remote options available for many roles.
• Flexible PTO – Competitive paid time off, including flexible & unlimited options.
• Inclusive Environment – A culture that values diversity, collaboration, and respect.
• Growth Opportunities – Support for ongoing learning and career development.
• Comprehensive Benefits – Health, dental, vision, life, and disability coverage.

**Specific benefits and programs may vary by partner and position.