Relationship Manager II - Retirement Plans Lead

Map401k; 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 professional development

Collaborative team environment

Résumé du poste

Map401k is seeking a Relationship Manager II to manage a dynamic book of retirement plan clients and their financial advisors. In this role, you will lead consultations, resolve complex issues, and serve as a mentor within your team.

The ideal candidate has over 3 years of experience in retirement plan administration, strong compliance knowledge, and exceptional communication skills. The position offers a full-time contract with competitive compensation.

Qualifications

• 3+ years of experience in retirement plan administration or client services.
• Strong knowledge of ERISA, DOL, and IRS compliance requirements.
• Exceptional communication skills with various stakeholders.

Responsabilités

• Manage client relationships for retirement plans and advisors.
• Lead consultation calls on complex plan matters.
• Ensure compliance with deadlines and deliverables.

Connaissances

Experience in retirement plan administration

Client communication

Problem-solving

Collaboration

Outils

PensionPro

Datair

FTW

ASC

Description du poste

Map401k is seeking a Relationship Manager II to manage a dynamic book of retirement plan clients and their financial advisors. In this role, you will lead consultations, resolve complex issues, and serve as a mentor within your team.

The ideal candidate has over 3 years of experience in retirement plan administration, strong compliance knowledge, and exceptional communication skills. The position offers a full-time contract with competitive compensation.