Retirement Plan Client Relationship Manager

The QTI Group; Madison (WI); On-site; USD 85,000 - 120,000; Full time

Job summary

The QTI Group is hiring a Retirement Plan Client Relationship Manager in Madison to manage a portfolio of retirement plan clients, serving as a trusted advisor and main contact for plan sponsors. You will coordinate with recordkeepers, TPAs, payroll providers, and internal stakeholders to ensure exceptional client service and smooth plan operations.

This client-facing role requires strong project management, retirement plan expertise, and the ability to oversee multiple initiatives across a

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, or related fields.
• 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.

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.

Skills

Client relationship management

Communication

Project management

Education

Bachelor’s degree or equivalent

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.