Senior Partner Relations Manager - Retirement Operations

Talent Road LLC; Jacksonville (FL); On-site; USD 100,000 - 140,000; Full time

Job summary

Talent Road LLC is seeking a Senior Account Manager to oversee strategic partner relationships for outsourced recordkeeping services, focusing on non-ERISA voluntary 403(b), 457, and IRA business. You will be the primary liaison for financial institution partners and drive process improvements across internal teams.

The role requires SME knowledge in retirement operations, data integrity, and collaboration with IT for system enhancements.

Qualifications

• Bachelor's degree in Business, Finance, or related field.
• 7+ years of experience in the retirement services industry.
• 3+ years in Account Management or Client Relationship Management.
• Strong knowledge of retirement operations, with expertise in non-ERISA 403(b) and IRA products and regulations.
• Experience with recordkeeping systems and trust operations.
• Proven track record of managing large, complex client or partner relationships.
• Leadership experience with direct team management.
• Familiarity with Relius, Schwab Trust, Matrix Trust, or OnBase systems.
• Experience working directly with financial institutions or insurance company partners.

Responsibilities

• Manage and nurture relationships with key financial institution and insurance partners.
• Serve as the primary point of contact for partner inquiries, escalations, and strategic initiatives.
• Conduct regular business reviews and maintain strong communication with partner leadership.
• Collaborate on new product development, service enhancements, and growth opportunities.
• Ensure partner satisfaction through proactive issue resolution and service delivery excellence.
• Own analysis of operational workflows and identify opportunities for process refinement.
• Partner with operations leaders to influence improvements and drive efficiency.
• Monitor KPIs and SLAs with partners.
• Lead cross-functional projects to enhance service delivery and operational effectiveness.
• Serve as SME on non-ERISA 403(b), 457, and IRA recordkeeping operations.
• Provide operational guidance to team members and the broader organization.
• Foster a collaborative environment focused on continuous improvement and client success.
• Use Relius, Schwab Trust, Matrix Trust, and OnBase in daily operations.
• Identify system enhancement opportunities and collaborate with IT for implementation.
• Ensure data integrity and compliance across systems.

Skills

Account Management

Relationship management

Leadership

Cross-functional collaboration

Education

Bachelor's degree in Business/Finance

Tools

Relius Recordkeeping System

Schwab Trust

Matrix Trust

OnBase by Hyland

Job description

Talent Road LLC is seeking a Senior Account Manager to oversee strategic partner relationships for outsourced recordkeeping services, focusing on non-ERISA voluntary 403(b), 457, and IRA business. You will be the primary liaison for financial institution partners and drive process improvements across internal teams.

The role requires SME knowledge in retirement operations, data integrity, and collaboration with IT for system enhancements.