Retirement Plan Fiduciary Relationship Manager

Strongpoint Partners; United States; Hybrid; USD 45,000 - 55,000; Full time

Job summary

Strongpoint Partners, a technology-enabled retirement services platform, is seeking an experienced Relationship Manager to join the Finway Group's 3(16) Fiduciary Services team in the United States. You will serve as the primary contact for a portfolio of retirement plan clients, ensuring fiduciary duties are performed accurately and in compliance with ERISA, while delivering exceptional client service.

This role requires collaboration with internal teams, plan audits support, and ongoing

Qualifications

• Bachelor's degree in Business, Finance, Accounting, or a related field.
• 5–7+ years of experience in qualified retirement plan administration or fiduciary services.
• Experience managing a portfolio of retirement plans or client relationships in a high‑volume environment.
• Strong knowledge of retirement plan operations and regulatory filings.

Responsibilities

• Serve as the primary relationship manager for a portfolio of 75–100 retirement plans providing 3(16) fiduciary services.
• Manage delegated fiduciary responsibilities, including contribution monitoring, participant notice delivery, and ongoing compliance activities.
• Lead and participate in regular fiduciary governance meetings with plan sponsors and financial advisors.
• Partner closely with internal service teams to ensure timely execution of fiduciary responsibilities and client deliverables.
• Maintain plan documentation, eligibility records, contribution files, and participant notices within PensionPro to support ERISA compliance.
• Assist with retirement plan transitions, mergers, and terminations by coordinating employee data and fiduciary administration activities.
• Support annual plan audits by gathering documentation and responding to auditor requests.
• Maintain participant and plan information with recordkeepers, including employee additions, terminations, and other plan updates.
• Respond promptly to client and participant inquiries while providing an exceptional customer experience.
• Build trusted relationships with clients through proactive communication and high‑quality service.

Skills

Microsoft Excel

Retirement plan reporting

Communication skills

Organizational skills

Client relationship management

Education

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

Tools

PensionPro

FT William

Empower

Voya

Job description

Strongpoint Partners, a technology-enabled retirement services platform, is seeking an experienced Relationship Manager to join the Finway Group's 3(16) Fiduciary Services team in the United States. You will serve as the primary contact for a portfolio of retirement plan clients, ensuring fiduciary duties are performed accurately and in compliance with ERISA, while delivering exceptional client service.

This role requires collaboration with internal teams, plan audits support, and ongoing