Senior Retirement Ops & Partner Relations Manager | Remote

MP RPO; Jacksonville (FL); Remote; USD 80,000 - 110,000; Full time

Benefits offered by this job

Remote work

Job summary

MP RPO 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 act as the primary liaison for partners and drive improvements across teams.

In this role you will manage relationships with financial institutions representing billions in assets, conduct business reviews, lead cross-functional projects, and ensure partner satisfaction through data-driven operational

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, preferably transitioning from operations into 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 three key financial institution and insurance partners representing over $5B in assets under management
• Serve as the primary point of contact for partner inquiries, escalations, and strategic initiatives
• Conduct regular business reviews and maintain a strong communication cadence with partner leadership
• Collaborate (not own) on new product development, service enhancements, and business growth opportunities
• Ensure partner satisfaction through proactive issue resolution and service delivery excellence
• Own analysis of operational workflows, identifying opportunities for process refinement and automation
• Partner with operations leaders to influence and implement improvements that drive efficiency
• Monitor key performance indicators and service level agreements with partners
• Lead cross-functional projects to enhance service delivery and operational effectiveness
• Serve as a subject matter expert on non-ERISA 403(b), 457, and IRA recordkeeping operations
• Provide operational guidance and expertise to team members and the broader organization
• Foster a collaborative environment focused on continuous improvement and client success
• Use Relius Recordkeeping System, Schwab Trust, Matrix Trust, and OnBase by Hyland in daily operations
• Identify system enhancement opportunities and collaborate with IT/technology teams for implementation (not direct ownership)
• Ensure data integrity and compliance across all systems and processes
• Support training of team members on system functionality and best practices

Skills

Relationship management

Strategic leadership

Process improvement

Data analysis

Cross-functional collaboration

Client communications

Education

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

Tools

Relius Recordkeeping System

Schwab Trust

Matrix Trust

OnBase by Hyland

Job description

MP RPO 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 act as the primary liaison for partners and drive improvements across teams.

In this role you will manage relationships with financial institutions representing billions in assets, conduct business reviews, lead cross-functional projects, and ensure partner satisfaction through data-driven operational