Remote Retirement Plan Relationship Manager

MP RPO; Jacksonville (FL); Remote; USD 90,000 - 100,000; Full time

Benefits offered by this job

Retirement plan

PTO

Medical insurance

Dental

Vision

Job summary

MP RPO in the United States (Remote) seeks a Relationship Manager to be the primary liaison for Plan Sponsors, Adopting Employers, and Investment Advisors, applying a consultative, advisory approach to retirement plan relationships.

You will manage a book of about 160 plans, handle compliance testing, fiduciary file delivery, enrollment meetings, issue triage, terminations and amendments, and service‑level discussions, with strong communication and ownership expected.

Qualifications

• Minimum of three (3) years of experience working with retirement plans.
• ASPPA credentials preferred (QKA, QPA, CPC, or equivalent).
• Working knowledge of nondiscrimination testing.
• Strong understanding of plan document provisions.
• Awareness of current legislative and regulatory developments affecting retirement plans.
• Understanding of Client Service Agreement terms, including fees and scope of services.
• Strong written and verbal communication skills for client-facing meetings.
• Ability to manage priorities across ~160 plans.
• Series 65 or willingness to obtain within 6 months from hire date.

Responsibilities

• Deliver compliance testing results and contribution calculations to clients.
• Prepare fiduciary file materials and discuss plan design observations with clients.
• Act as point of contact for year-end data requests and follow-ups.
• Lead initial onboarding enrollment meetings for new plans.
• Triage client-reported issues and coordinate resolution with internal teams.
• Coordinate plan terminations and initiate amendments based on client requests.
• Explain Client Service Agreement terms, including fees and scope of services.
• Maintain regular client touchpoints, focusing on high-revenue relationships.

Skills

Retirement plans experience

Client-facing

Communication skills

Prioritization

Education

ASPPA credentials

Series 65

Job description

MP RPO in the United States (Remote) seeks a Relationship Manager to be the primary liaison for Plan Sponsors, Adopting Employers, and Investment Advisors, applying a consultative, advisory approach to retirement plan relationships.

You will manage a book of about 160 plans, handle compliance testing, fiduciary file delivery, enrollment meetings, issue triage, terminations and amendments, and service‑level discussions, with strong communication and ownership expected.