Relationship Manager I

MAP Retirement; United States; Sur place; USD 46 000 - 70 000; Plein temps

Avantages offerts par ce poste

401(k) with safe harbor contributions

Ongoing industry training and профес s

A team that genuinely likes working-to

Résumé du poste

MAP Retirement is seeking a Relationship Manager I to serve as the primary contact for retirement plan clients and their financial advisors. You will nurture client relationships by phone, email, and regular check-ins, while collaborating with Plan Consultants on ERISA questions and ensuring timely plan compliance.

Ideal candidates have 1–3 years in retirement plan administration or client services, strong communication, and a detail-oriented, collaborative mindset in a fast-paced environment.

Qualifications

• 1-3 years of experience in retirement plan administration or client services.
• Strong communication and interpersonal skills.
• Ability to juggle multiple priorities and deadlines without dropping the ball.
• High attention to detail and a problem-solving mindset.
• Comfortable in a fast-paced, collaborative environment.
• Familiarity with PensionPro or FTW is preferred.

Responsabilités

• Serve as the go-to contact for your clients and their advisors - by phone, email, and regular check-ins
• Respond to requests quickly and resolve issues proactively, before they become problems
• Partner with our Plan Consultants when compliance questions require deeper ERISA expertise
• Track and manage deadlines for annual plan compliance across your book of business
• Prepare census requests, contribution summaries, and refund forms
• Identify and communicate late deposits and minimum distribution obligations
• Assist with annual projects - force-outs, annual notices, recordkeeper disclosures
• Support distributions, corrections, and plan transitions
• Collaborate with actuaries, plan consultants, and internal teams on plan design questions
• Maintain accurate client records in PensionPro
• Update internal workflow systems to reflect client activity
• Coordinate with Finance on billing and receivables
• Support onboarding, conversions, and plan terminations

Connaissances

Communication

Interpersonal skills

Time management

Description du poste

You’re someone who genuinely likes working with people - not just checking tasks off a list, but actually helping clients feel confident and taken care of. You're organized, curious about how things work, and you like the idea of building real expertise in a field that matters: helping businesses offer retirement benefits that change people's lives.

You don't need to know everything about ERISA on day one. You need to be a clear communicator, a careful thinker, and someone who shows up for both clients and teammates. We'll invest in the rest.

What you’ll do here

As a Relationship Manager I, you’ll be the primary contact for a designated group of retirement plan clients and their financial advisors. That means you're the person they trust - and we take that seriously.

Client relationships

• Serve as the go-to contact for your clients and their advisors - by phone, email, and regular check-ins
• Respond to requests quickly and resolve issues proactively, before they become problems
• Partner with our Plan Consultants when compliance questions require deeper ERISA expertise
• Track and manage deadlines for annual plan compliance across your book of business
• Prepare census requests, contribution summaries, and refund forms
• Identify and communicate late deposits and minimum distribution obligations
• Assist with annual projects - force-outs, annual notices, recordkeeper disclosures
• Support distributions, corrections, and plan transitions
• Collaborate with actuaries, plan consultants, and internal teams on plan design questions

Systems & data

• Maintain accurate client records in PensionPro
• Update internal workflow systems to reflect client activity
• Coordinate with Finance on billing and receivables
• Support onboarding, conversions, and plan terminations

Requirements

• 1-3 years of experience in retirement plan administration or client services
• Strong communication and interpersonal skills
• Ability to juggle multiple priorities and deadlines without dropping the ball
• High attention to detail and a problem-solving mindset
• Comfortable in a fast-paced, collaborative environment
• Familiarity with PensionPro or FTW is preferred

Why MAP?

MAP Retirement is one of the few truly national TPAs in the country. While most of our competitors are local or regional, we support nearly 10,400 retirement plans and more than 6,500 businesses nationwide - and we're still growing. That scale means real career opportunity, not just a job.

But here's what actually makes us different: we are a people-first organization. We invest in continuous training and professional development because we know that's how great careers - and great companies - are built. We are technology-forward, but we are people-fueled.

• 401(k) with safe harbor contributions
• Ongoing industry training and professional development
• A team that genuinely likes working together

Salary range: $46,000 - $70,000 annually. Compensation is commensurate with experience.

MAP Retirement is an equal opportunity employer. We are committed to a diverse and inclusive workplace and consider all qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, disability, or criminal record.