Relationship Manager - Retirement Plans (PTO Day 1 + Bonus)

Trinitypension; Akron (OH); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Annual bonus

PTO from day 1

Life Insurance

LTD

STD

PTO PurchaseFlex

Job summary

Trinity Pension Consultants, Inc. in Akron, Ohio, is seeking a Relationship Manager to support Defined Contribution plans, building and nurturing Plan Sponsor and Financial Advisor relationships while explaining administration and compliance concepts.

The role requires 7+ years of client relationship management experience within retirement plans, exceptional communication, and the ability to translate complex pension details. Bachelor’s degree preferred and MS Office proficiency.

Qualifications

• 7+ years in client relationship management with qualified retirement plans.
• Bachelor’s degree preferred.
• Excellent verbal and written communication skills.

Responsibilities

• Log email, phone, and meeting activities.
• Follow up on items necessary to complete annual administration and compliance testing.
• Participate and assist with onboarding new clients.
• Collaborate with sales on internal opportunities.
• Explain administration and compliance concepts to Plan Sponsors and Financial Advisors.
• Conduct face-to-face meetings with Plan Sponsors and their Financial Advisor.

Skills

Client relationship management

MS Office

Communication skills

Problem solving

Education

Bachelor's degree preferred

Tools

MS Office

Job description

Trinity Pension Consultants, Inc. in Akron, Ohio, is seeking a Relationship Manager to support Defined Contribution plans, building and nurturing Plan Sponsor and Financial Advisor relationships while explaining administration and compliance concepts.

The role requires 7+ years of client relationship management experience within retirement plans, exceptional communication, and the ability to translate complex pension details. Bachelor’s degree preferred and MS Office proficiency.