Relationship Manager - Defined Contribution

Trinity Pension Consultants; Akron (OH); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Salary dependent on experience

Annual bonus based on results of rev.留

Paid Time Off (PTO) effective Day 1

Life Insurance, LTD, STD

PTO Purchase

Flex schedule available Q2-Q4

Job summary

Trinity Pension Consultants, Inc. is seeking a Relationship Manager - Defined Contribution in Akron, OH.

The role focuses on building client relationships, communicating retirement plan concepts, and coordinating with sponsors and advisors to meet service standards. The candidate should have 7+ years in client relationship management within qualified retirement plans, excellent communication skills, and strong MS Office proficiency.

Qualifications

• 7+ years of Client Relationship Management experience with qualified retirement plans.
• Bachelor’s Degree preferred.
• Excellent verbal and written communication and listening skills.
• Proficient computer/ software skills, including MS Office.

Responsibilities

• Log all email, phone, and meeting activities and follow up on items for annual administration and compliance testing.
• Participate and assist with onboarding new clients and maintain service standards.
• Collaborate with other departments and sales on internal opportunities and explain plan administration concepts clearly.
• Proactively communicate with Plan Sponsors and Financial Advisors and conduct face-to-face meetings.

Skills

Client relationship management

Communication skills

MS Office (Word, Excel, Outlook)

Time management

Education

Bachelor’s Degree preferred

Tools

MS Office

Job description

Relationship Manager - Defined Contribution

Akron, United States | Posted on 09/22/2026

Trinity Pension Consultants, Inc. is a leading regional, independent and non-producing Third-Party Administration firm located in Akron, Ohio and has regional offices in Columbus, Ohio; Cincinnati, Ohio; Louisville, Kentucky; Indianapolis, Indiana; Detroit, Michigan, and Kansas City, Missouri. Trinity collaborates with retirement plan sponsors and their associated financial professional in delivering a highly effective administration and compliance solution for their employer sponsored retirement plan.

Job Description

Do you want to utilize your skills for building and fostering relationships? Do you have technical expertise with retirement plans? Do you want to work for a growing company in an expanding business market? Are you effective at communicating, building relationships, and presenting technical information? Then we want to talk to you!

Who We Are:

Trinity Pension Consultants, Inc. is a leading regional, independent, and non-producing Third-Party Administration firm located in Akron, Ohio who currently has sales territories in Ohio, Kentucky, Indiana, Tennessee, Michigan, Missouri and Georgia. Trinity collaborates with retirement plan sponsors and their associated financial professionals in delivering a highly effective administration and compliance solution for their employer sponsored retirement plan.

What Our Relationship Managers are responsible for:

Operations

• Log all email, phone, and meeting activities.
• Follow up on items necessary to complete annual administration and compliance testing.
• Participate and assist with onboarding new clients.

Relationship Management

• Collaborate with other departments, including partnering with sales regarding internal sales opportunities.
• Answer emails with calls.
• Follow and enforce service standards.
• Explain, in a clear manner, to Plan Sponsors and Financial Advisors the various aspects of administration and compliance.
• Proactively communicate with Financial Advisors, CPAs, and Plan Sponsors.
• Conduct face-to-face meetings with Plan Sponsors and their associated Financial Advisor.

Consulting

• Anticipate client questions and problems and work toward solutions that are technically clear and accurate.
• Be able to read, understand and interpret client reports.
• Communicate complex pension concepts in a simple manner.
• Scrub book of business for internal sales opportunities and collaborate with Sales.
• Manage Client expectations relative to Trinity Service Standards.
• Stay abreast of industry trends, market, and competitors.

Requirements

• Dedication to revenue retention is a must!
• Ability to manage office functions efficiently, organize work, establish priorities, and maintain good interpersonal relations.
• Be able to learn, apply and explain new technical knowledge in a simplified manner.
• Possess outstanding communication and computer/software skills, and demonstrate trustworthiness, adaptability, and responsiveness.
• Challenger: You dig into Plan Sponsor responses with more questions to get to the actual why. You're not afraid to re-frame the way Plan Sponsors and Financial Advisors think with a consultative approach.
• Listener: You listen to every word a Financial Advisor and Plan Sponsor tells you, knowing you can later use this information to proactively provide consultative solutions that meet their goals and objectives.
• Strong Communicator: You take key findings from the Financial Advisor and Plan Sponsor interactions and communicate it back to the Trinity Pension Consultants team to improve strategy, systems, and processes.
• Possesses a relentless pursuit to be successful.
• 7+ years of Client Relationship Management experience with qualified retirement plans.
• Bachelor’s Degree preferred.
• Experience in building and maintaining client relationships.
• Excellent verbal and written communication and listening skills.
• Proficient computer / software skills, including MS Office (Word, Excel, Outlook).
• Discipline and drive to stay focused and motivated with limited supervision.
• Effective time management and organization capabilities with a focus on delivering superb client experience.

In return, Trinity Pension Consultants offers:

• Salary dependent on experience
• Annual bonus based on results of revenue retention
• Paid Time Off (PTO) effective Day 1
• Life Insurance, LTD, STD
• PTO Purchase
• Flex schedule available Q2-Q4

All qualified applicants will receive consideration for employment without regard to race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.

Currently, we are not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role.

This job description is not all inclusive.