Relationship Manager - Defined Contribution

Trinitypension; Akron (OH); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Salary depending on experience

Annual bonus

Paid Time Off from Day 1

Life Insurance

Flex schedule

Job summary

Trinity Pension Consultants, Inc. is seeking a Relationship Manager - Defined Contribution in Akron, OH to build and foster client relationships, explain retirement plan concepts, and support onboarding of new clients.

The role requires 7+ years in client relationship management with qualified retirement plans, excellent communication, and strong MS Office skills; the team collaborates across departments to maintain service standards and drive revenue retention.

Qualifications

• 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.

Responsibilities

• 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.
• Collaborate with other departments, including sales regarding internal sales opportunities.
• Explain, in a clear manner, to Plan Sponsors and Financial Advisors the administration and compliance aspects.
• Proactively communicate with Financial Advisors, CPAs, and Plan Sponsors.
• Conduct face-to-face meetings with Plan Sponsors and their associated Financial Advisors.

Skills

Client relationship management

Retirement plans

MS Office

Communication skills

Education

Bachelor’s Degree

Tools

MS Office

Job description

Relationship Manager - Defined Contribution

Akron, United States | Posted on 08/12/2026

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 andfostering relationships? Do you have technical expertise with retirement plans?Do you want to work for a growing company in an expanding businessmarket? 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 inAkron, Ohio who currently has sales territories in Ohio, Kentucky, Indiana,Tennessee, Michigan, Missouri and Georgia. Trinity collaborates with retirementplan sponsors and their associated financial professionals in delivering ahighly effective administration and compliance solution for their employersponsored retirement plan.

What Our Relationship Managers are responsible for:

Operations

• Logall email, phone, and meeting activities.
• Followup on items necessary to complete annual administration and compliance testing.
• Participateand assist with onboarding new clients.

Relationship Management

• Collaboratewith other departments, including partnering with sales regarding internalsales opportunities.
• Answeremails with calls.
• Followand enforce service standards.
• Explain,in a clear manner, to Plan Sponsors and Financial Advisors the various aspectsof administration and compliance.
• Proactivelycommunicate with Financial Advisors, CPAs, and Plan Sponsors.
• Conductface-to-face meetings with Plan Sponsors and their associated FinancialAdvisor.

Consulting

• Anticipateclient questions and problems and work toward solutions that are technicallyclear and accurate.
• Beable to read, understand and interpret client reports.
• Communicatecomplex pension concepts in a simple manner.
• Scrubbook of business for internal sales opportunities and collaborate with Sales.
• ManageClient expectations relative to Trinity Service Standards.
• Stayabreast of industry trends, market, and competitors.

Requirements

• Dedicationto revenue retention is a must!
• Abilityto manage office functions efficiently, organize work, establish priorities,and maintain good interpersonal relations.
• Beable to learn, apply and explain new technical knowledge in a simplifiedmanner.
• Possessoutstanding communication and computer/software skills, and demonstratetrustworthiness, adaptability, and responsiveness.
• Challenger:You dig into Plan Sponsor responses with more questions to get to the actualwhy. You’re not afraid to re-frame the way Plan Sponsors and Financial Advisorsthink 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 consultativesolutions that meet their goals and objectives.
• StrongCommunicator: You take key findings from the Financial Advisor and Plan Sponsorinteractions and communicate it back to the Trinity Pension Consultants team to improve strategy, systems, and processes.
• Possessa relentless pursuitto be successful.

Must Haves:

• 7+years of Client Relationship Management experience with qualified retirementplans.
• Bachelor’sDegree preferred.
• Experiencein building and maintaining client relationships.
• Excellentverbal and written communication and listening skills.
• Proficientcomputer / software skills, including MS Office (Word, Excel, Outlook).
• Disciplineand drive to stay focused and motivated with limited supervision.
• Effectivetime management and organization capabilities with a focus on delivering superbclient experience.

In return, Trinity Pension Consultants offers:

• Salarydependent on experience
• Annualbonus based on results of revenue retention
• PaidTime Off (PTO) effective Day 1
• LifeInsurance, LTD, STD
• PTOPurchase
• Flexschedule available Q2-Q4

Are you ready to join our team?

All qualified applicants will receive consideration foremployment without regard torace, color, sex, age, national origin,religion, sexual orientation, gender identity and/or expression, status as aveteran, and basis of disability or any other federal, state, or localprotected class.

Currently, we are not considering candidates that need anytype of immigration sponsorship now or in the future or those needing workauthorization for this role.

This job description is not all inclusive.