Strategic 401(k) Plan Relationship Manager

MAI; Northern (KY); Hybrid; USD 92,000 - 120,000; Full time

Job summary

MAI in Berwyn, PA, is seeking a Retirement Consultant to manage relationships with corporate retirement plan sponsors and drive client satisfaction, retention, and growth. This is a full-time, on-site role requiring strong negotiation and communication skills.

You will oversee pricing, RFIs/RFPs, and benchmarking, participate in sales for new 401(k) business, and design participant education campaigns while travel 25–40% to client sites. The position is an individual contributor role within MAI.

Qualifications

• Minimum of 4 years in the financial services industry or 2 years within the defined contribution marketplace.
• Bachelor’s degree preferred or equivalent work experience.
• Experience with plan design features for 401(k) and non-qualified, ERISA plans, legal and regulatory framework, industry trends.

Responsibilities

• Form, maintain and strengthen relationships with key clients.
• Develop and manage business plans that identify key clients and list action steps to strengthen those relationships.
• Responsible for client retention and manages pricing strategy, RFIs, RFPs, and benchmarking exercises for client portfolio. Manage negotiations for existing clients.
• Participate in the sales process for new 401(k) business. Identifies business opportunities for both organic growth and across the company. Work within the organization to develop, position, and implement these solutions.
• Oversee compliance processes and supports retirement plan committee meetings.
• Work with plan sponsors to design participant education campaigns that drive increased participation and contribution rates and improve overall plan health.
• Ability to travel frequently (25 – 40%).
• Participates on projects as needed.

Skills

Relationship management

Negotiation

Communication

Client growth

Attention to detail

Confidentiality

Travel 25-40%

Education

Bachelor’s degree preferred

Equivalent work experience

Job description

MAI in Berwyn, PA, is seeking a Retirement Consultant to manage relationships with corporate retirement plan sponsors and drive client satisfaction, retention, and growth. This is a full-time, on-site role requiring strong negotiation and communication skills.

You will oversee pricing, RFIs/RFPs, and benchmarking, participate in sales for new 401(k) business, and design participant education campaigns while travel 25–40% to client sites. The position is an individual contributor role within MAI.