Strategic Defined Benefits Relationship Manager

Trinity Pension Consultants; Akron (OH); On-site; USD 90,000 - 105,000; Full time

Benefits offered by this job

Salary dependent on experience

Paid Time Off (PTO)

Life Insurance

Long-Term Disability (LTD)

Short-Term Disability (STD)

PTO Purchase

Summer Fridays

Job summary

Trinity Pension Consultants, Inc. is seeking a Relationship Manager focused on Defined Benefits in Akron, OH. The role emphasizes building and maintaining client relationships, communicating complex retirement plan details, and presenting technical information to sponsors and advisors.

The candidate will support annual administration and compliance tasks in a growing regional firm. Responsibilities include onboarding new clients, logging interactions, tracking events, and collaborating with RVPs

Responsibilities

• Proactively follow up all items necessary to complete annual administration and compliance testing.
• Proactively participate and assist with onboarding Trinity new clients.
• Log all email, phone and meeting activities.
• Proactively track and monitor all conversion events, administration and compliance events, and client communications.
• Identify and enforce all special billing opportunities.
• Document in PensionPro all Sponsor and Advisor interactions.

Skills

Relationship building

Communication

Presenting technical information

Job description

Trinity Pension Consultants, Inc. is seeking a Relationship Manager focused on Defined Benefits in Akron, OH. The role emphasizes building and maintaining client relationships, communicating complex retirement plan details, and presenting technical information to sponsors and advisors.

The candidate will support annual administration and compliance tasks in a growing regional firm. Responsibilities include onboarding new clients, logging interactions, tracking events, and collaborating with RVPs