Retirement Plan Client Relationship Manager

The QTI Group; Madison (WI); On-site; USD 90,000 - 120,000; Full time

Job summary

The QTI Group, in partnership with a Madison-based investment firm, seeks a Retirement Plan Client Relationship Manager to oversee a portfolio of retirement plans and serve as the trusted advisor for plan sponsors. This client-facing role requires strong project management and retirement plan expertise, with the ability to juggle multiple initiatives across a diverse client base.

You will coordinate with recordkeepers, TPAs, payroll providers, and internal teams to ensure excellent service and

Qualifications

• Bachelor's degree or equivalent industry experience.
• 3–5+ years in retirement plan consulting, administration or related field.
• Strong client relationship management and communication skills.

Responsibilities

• Serve as the primary relationship manager for assigned retirement plan sponsor clients.
• Build and maintain partnerships with plan sponsors, HR leaders, and vendors.
• Coordinate activities involving recordkeepers, TPAs, payroll providers, and custodians.
• Oversee multiple annual plan events, deadlines, and service initiatives.
• Assist clients with plan administration, and compliance-related matters.
• Troubleshoot eligibility, contributions, distributions, loans, and participant accounts.
• Support retirement plan conversions, vendor transitions, mergers, and acquisitions.
• Prepare fiduciary review meetings, investment reviews, and fee benchmarking discussions.
• Conduct participant education meetings, enrollment sessions, and retirement readiness presentations.
• Track projects, service requests, and action items while maintaining accurate client records and documentation.
• Identify opportunities to improve client experience, plan effectiveness, and operational efficiency.

Skills

Client relationship management

Communication skills

Project management

Problem solving

Education

Bachelor's degree or equivalent in Finance/Business

Job description

The QTI Group is excited to partner with a Madison-based investment firm to hire their next Retirement Plan Client Relationship Manager. This role will manage a portfolio of retirement plan clients, serving as a trusted advisor and primary point of contact for plan sponsors. The individual will coordinate with recordkeepers, third-party administrators (TPAs), payroll providers, and internal stakeholders to ensure exceptional client service and effective retirement plan operations.

This is a highly client-facing role requiring strong project management skills, retirement plan expertise, and the ability to oversee multiple ongoing initiatives across a diverse client base.

Responsibilities

• Serve as the primary relationship manager for assigned retirement plan sponsor clients.
• Build and maintain strong partnerships with plan sponsors, HR leaders, and retirement plan vendors.
• Coordinate and manage retirement plan activities involving recordkeepers, TPAs, payroll providers, and custodians.
• Oversee multiple annual plan events, deadlines, and service initiatives across a portfolio of retirement plans.
• Assist clients with plan administration, operational questions, and compliance-related matters.
• Troubleshoot issues related to eligibility, contributions, distributions, loans, hardship withdrawals, and participant accounts.
• Support retirement plan conversions, vendor transitions, mergers, and acquisitions.
• Prepare and facilitate fiduciary review meetings, investment reviews, and fee benchmarking discussions.
• Conduct participant education meetings, enrollment sessions, and retirement readiness presentations.
• Track projects, service requests, and action items while maintaining accurate client records and documentation.
• Identify opportunities to improve client experience, plan effectiveness, and operational efficiency.

Qualifications

• Bachelor's degree in Finance, Business Administration, Human Resources, or a related field, or equivalent industry experience.
• 3-5+ years of experience in retirement plan consulting, administration, recordkeeping, TPA services, financial advisory services, or a related field.
• Working knowledge of 401(k) and other qualified retirement plans.
• Understanding of retirement plan design, administration, and compliance requirements.
• Strong client relationship management and communication skills.
• Excellent project management, organization, and problem-solving abilities.

Preferred Qualifications

• Experience working within a TPA, retirement plan consulting firm, RIA, bank, credit union, or financial services organization supporting employer-sponsored retirement plans.
• Knowledge of ERISA fiduciary responsibilities and retirement plan governance.
• Experience with fee benchmarking and investment review processes.