Relationship Manager II

MAP RETIREMENT USA LLC; Washington (District of Columbia); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Medical, Dental & Vision

401(k) with safe harbor contributions

Generous open PTO policy

Life insurance, FSA & HSA

Ongoing industry training and growth

Job summary

MAP Retirement USA LLC is a national TPA providing retirement plan administration and compliance services. The firm emphasizes a client-focused approach with ERISA expertise, support from plan consultants, and a growth-friendly environment.

As a Relationship Manager, you’ll own client relationships, guide complex plan matters, and collaborate across teams to ensure accurate, timely deliverables while developing your leadership capabilities within a dynamic national practice.

Qualifications

• 3+ years of experience in retirement plan administration or client services.
• Strong working knowledge of defined contribution plan compliance — ERISA, DOL, and IRS requirements.
• Proficiency with retirement plan platforms such as PensionPro, Datair, FTW, or ASC.

Responsibilities

• Own the relationship for assigned clients and advisors; serve as main contact.
• Lead consultation calls with clients, auditors, and advisors on complex plan matters.
• Provide technical and compliance guidance with confidence and clarity.
• Oversee deliverables and deadlines for annual plan compliance across a dynamic book of business.
• Collaborate with actuaries, plan consultants, and internal teams on plan design and compliance questions.

Skills

Exceptional communication

Client relationship management

Book of business management

Collaborative mindset

Tools

PensionPro

Datair

FTW

ASC

Job description

Job Description

Is this you?

You've been doing this long enough to know that retirement plan administration requires both technical expertise and human judgment. You can navigate a complex compliance question and a difficult client conversation in the same afternoon — and make both look easy. You don’t need close supervision to manage your book of business. You set the standard, and you help the people around you rise to it. You're ready for a role where your experience is genuinely valued and your growth isn’t capped.

What you’ll do here

Client relationships

• Own the relationship for your assigned clients and advisors — their first call is to you
• Lead consultation calls with clients, auditors, and advisors on complex plan matters
• Provide technical and compliance guidance with confidence and clarity
• Resolve issues proactively — and when ERISA expertise is needed, bring in Plan Consultants as a strategic partner

Plan administration & compliance

• Manage all deliverables and deadlines for annual plan compliance across a dynamic book of business
• Prepare census requests, contribution summaries, and refund forms
• Identify and communicate late deposits and minimum distribution obligations
• Oversee annual projects — force-outs, annual notices, recordkeeper disclosures
• Handle distributions, corrections, and complex plan transitions
• Collaborate with actuaries, plan consultants, and internal teams on plan design and compliance questions

Leadership

• Serve as a go-to resource, coach, and trainer for Relationship Manager I team members
• Step in for the team lead when needed, keeping operations moving and decisions sound
• Actively participate in cross-functional meetings and firm-wide initiatives

Systems & data

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

Requirements

• 3+ years of experience in retirement plan administration or client services
• Strong working knowledge of defined contribution plan compliance — ERISA, DOL, and IRS requirements
• Proficiency in retirement plan platforms such as PensionPro, Datair, FTW, or ASC
• Exceptional communication skills — with clients, advisors, auditors, and colleagues
• The ability to manage a complex, fast-moving book of business without losing the details
• A collaborative mindset and a genuine interest in helping others grow

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 more than 10,000 retirement plans and more than 6,500 businesses nationwide — and growing. For an experienced RM, that means a more dynamic book of business, broader exposure, and real room to advance. We are a people-first organization. We invest in your continued development because we know experienced professionals still have room to grow — and because we want to keep them. We are technology-forward, but we are people-fueled.

Benefits

• Medical, Dental & Vision — we cover 80% for employees, 50% for dependents
• 401(k) with safe harbor contributions
• Generous open PTO policy
• Life insurance, FSA & HSA
• Ongoing industry training and professional development
• A team that genuinely likes working together

Compensation is commensurate with experience. Salary $70,000 - $80,000 annually.

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.