Relationship Manager I, Retirement Plans

MAP Retirement; United States; On-site; USD 46,000 - 70,000; Full time

Benefits offered by this job

401(k) with safe harbor contributions

Ongoing industry training and профес s

A team that genuinely likes working-to

Job summary

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.

Responsibilities

• 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

Skills

Communication

Interpersonal skills

Time management

Job description

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.