Relationship Manager (Remote, USA)

American Trust; United States; Remote; USD 75,000 - 90,000; Full time

Job summary

American Trust is seeking a relationship manager to cultivate and enhance long-term relationships for Retirement accounts. The ideal candidate will have extensive experience in retirement planning and demonstrate exceptional communication skills. Responsibilities include maintaining client relationships, addressing compliance issues, and creating engagement strategies for plan participants.

Qualifications

• 5+ years of retirement plan industry experience.
• Knowledge of employee benefits, 401(k) plans, and ERISA law.
• Exceptional communication and presentation skills.

Responsibilities

• Maintain and enhance relationships with clients and financial advisors.
• Address compliance and operational issues with TPA and advisors.
• Create and execute plan enhancements.

Skills

Communication

Problem-solving

Teamwork

Education

Bachelor’s degree

Job description

The relationship manager cultivates and enhances long-term relationships for Retirement accounts, ensuring client loyalty and retention of clients and plan assets.

Location: Remote candidates will be considered, but candidates located in Iowa are strongly preferred.

Responsibilities:

• Maintain and enhance relationships with Clients, Financial Advisors, and Partners by providing engaging ongoing service; serve as the primary point of contact for all assigned Clients, Financial Advisors, and Partners.
• Create and execute plan enhancements via plan design consultations for full service compliance customers.
• Address and resolve plan compliance, regulatory, and operational issues in conjunction with the TPA and Advisor, if applicable.
• Partner with Clients and Advisors in the development and execution of participant engagement strategies; support plan participant meetings when necessary.
• Identify client needs and proactively propose value-added services; introduce and rollout new products and services offered by American Trust Retirement.
• Coordinate strategic business and communication planning while balancing client needs, opportunities for relationship enhancement, and profitability.
• Prepare and deliver Annual Service Reviews where appropriate, including presenting at on-site meetings when necessary.
• Review all accounts in accordance with department standards.
• Adhere to team individual service and retention goals.
• Perform other duties as assigned by Management.
• Travel as required to support key advisor, TPA, and sponsor relationships.

Qualifications:

• Bachelor’s degree or equivalent combination of education and relevant experience, with 5+ years of retirement plan industry experience.
• Knowledge of employee benefits, 401(k) plans, and ERISA law.
• Exceptional communication and presentation skills.
• Ability to work effectively in a team environment and manage multiple tasks.
• Demonstrate creative problem-solving skills, confidence, and executive presence externally and internally.

Salary: $75,000 – $90,000 base salary, based on experience, plus eligibility for the company’s bonus program.

Note: The additional paragraphs about AmericanTCS and related benchmarks are irrelevant to the job description and should be removed for clarity and focus.