Retirement Plan Relationship Manager

Managing a diverse portfolio of retirement plan clients, the full-time Relationship Manager II will serve as the primary contact for clients and their financial advisors, providing technical guidance and resolving complex issues in a fully remote environment. Key responsibilities Own client relationships, leading consultation calls and providing compliance guidance Manage deliverables for annual plan compliance and oversee complex plan transitions Serve as a mentor for Relationship Manager I team members and participate in cross-functional initiatives Required qualifications 3+ years of experience in retirement plan administration or client services Strong knowledge of defined contribution plan compliance, including ERISA, DOL, and IRS requirements Proficiency in retirement plan platforms such as PensionPro, Datair, FTW, or ASC Exceptional communication skills with clients, advisors, and colleagues Ability to manage a complex book of business effectively