Remote Retirement Plan Relationship Manager

Foundation Risk Partners, Corp.; Orlando (FL); Remote; USD 65,000 - 95,000; Full time

Benefits offered by this job

401(k) with company match

Health benefits

Life insurance

Short/Long-term disability

PTO 18 days + 10 holidays + 2 floating

Job summary

Foundation Risk Partners is seeking a Client Relationship Manager for Retirement Services to support Retirement Plan Advisors and ensure high-quality 401(k) services. This remote role requires EST timezone residency and focuses on ERISA compliance, plan design, and client collaboration.

You will assist with data gathering, reporting, and customized proposals, while maintaining adherence to regulatory standards and fiduciary responsibilities.

Qualifications

• Bachelor’s degree in Business, Finance, Accounting, or related field.
• 2-5 years of experience with retirement plans, especially 401(k), in a client-facing or compliance capacity.
• Experience supporting advisors/clients in retirement plans or financial services.
• Proficiency with CRM systems (Salesforce preferred) and Microsoft Office Suite.
• ASSPA, CEBS, QKA or related ERISA designations are a plus.

Responsibilities

• Provide ERISA and 401(k) guidance to Retirement Plan Advisors on regulatory standards.
• Research and explain complex ERISA issues to advisors and clients.
• Prepare and review 401(k) plan documents and filings for compliance.
• Support fiduciary responsibilities explanations to plan sponsors.
• Assist advisors with client meetings, data, reports, and proposals.
• Coordinate with internal teams (operations, legal, investment management).
• Onboard new retirement plan clients and maintain compliant records in Salesforce.

Skills

Interpersonal skills

Written and verbal communication

Attention to detail

Education

Bachelor’s degree in Business, Finance, Accounting, or related field

Tools

Salesforce

Microsoft Office

Job description

Foundation Risk Partners is seeking a Client Relationship Manager for Retirement Services to support Retirement Plan Advisors and ensure high-quality 401(k) services. This remote role requires EST timezone residency and focuses on ERISA compliance, plan design, and client collaboration.

You will assist with data gathering, reporting, and customized proposals, while maintaining adherence to regulatory standards and fiduciary responsibilities.