Retirement Plan Relationship Manager

MAP RETIREMENT USA LLC; Washington (District of Columbia); On-site; USD 46,000 - 70,000; Full time

Benefits offered by this job

Health benefits

401(k)

PTO

Life insurance

FSAs/HSA

Training & development

Team-oriented culture

Job summary

MAP Retirement USA LLC is seeking a Relationship Manager I in Washington, DC to serve as the primary contact for retirement plan clients and their financial advisors. You will manage client relationships, ensure timely responses, and collaborate with internal teams to maintain compliance and accurate records.

Responsibilities include plan administration, data management, and coordinated billing, with a focus on delivering exceptional service in a fast-paced environment.

Qualifications

• 1–3 years of experience in retirement plan administration or client services.
• Strong communication and interpersonal skills.
• Ability to juggle multiple priorities and deadlines without dropping the ball.
• High attention to detail and a problem-solving mindset.
• Comfortable in a fast-paced, collaborative environment.
• Familiarity with PensionPro or FTW is preferred.

Responsibilities

• Serve as the go-to contact for clients and their advisors by phone, email, and regular check-ins.
• Respond to requests quickly and resolve issues proactively, before they become problems.
• Partner with Plan Consultants when compliance questions require deeper ERISA expertise.
• Track and manage deadlines for annual plan compliance across your book of business.
• Prepare census requests, contribution summaries, and refund forms.
• Identify and communicate late deposits and minimum distribution obligations.
• Assist with annual projects — force-outs, annual notices, and disclosures.
• Support distributions, corrections, and plan transitions.
• Collaborate with actuaries, plan consultants, and internal teams on plan design questions.
• Maintain accurate client records in PensionPro.
• Update internal workflow systems to reflect client activity.
• Coordinate with Finance on billing and receivables.
• Support onboarding, conversions, and plan terminations.

Skills

Communication

Interpersonal skills

Multitasking

Attention to detail

Problem solving

Teamwork

PensionPro familiarity

FTW familiarity

Tools

PensionPro

FTW

Job description

MAP Retirement USA LLC is seeking a Relationship Manager I in Washington, DC to serve as the primary contact for retirement plan clients and their financial advisors. You will manage client relationships, ensure timely responses, and collaborate with internal teams to maintain compliance and accurate records.

Responsibilities include plan administration, data management, and coordinated billing, with a focus on delivering exceptional service in a fast-paced environment.