Employer Services Relationship Manager

Saturna Capital • Henderson, NV

14h • Onsite

About The Position

Saturna Trust Company is seeking an Employer Services Relationship Manager to manage and strengthen relationships with key 401(k) plan clients, advisors, third-party administrators, and internal partners. This role serves as the primary client contact and is responsible for delivering a responsive, professional, and high-quality client experience that supports client satisfaction, retention, and growth opportunities. The ideal candidate is a relationship-focused retirement services professional with strong communication skills, solid knowledge of 401(k) plans and related regulations, and the ability to manage multiple priorities in a fast-paced, client-centered environment.

Requirements

• Bachelor’s degree or equivalent combination of education and experience.
• Minimum of 3 years of experience working with 401(k) plans.
• At least 2 years of experience handling complex client interactions.
• Working knowledge of retirement plan design, recordkeeping, plan administration, and current IRS, ERISA, and DOL regulations.
• Working knowledge of 401(k) plan regulations and compliance requirements.
• Previous experience presenting to individuals or groups.
• Exceptional verbal and written communication skills, with the ability to adapt communication style and frequency to client preferences.
• Strong analytical, interpersonal, and problem-solving skills.
• Superior relationship-building capabilities.
• Strong sense of urgency, ownership, and accountability.
• Ability to creatively and proactively solve problems while adhering to regulatory requirements.
• Excellent organization and time-management skills.
• Ability to manage multiple projects within tight deadlines.
• Detail-oriented approach to client service and deliverables.
• Collaborative team mindset.

Nice To Haves

• FINRA Series 7, 63, or 66 preferred, or ability to obtain within the first 9 months of employment.
• Recognized industry accreditation preferred, such as QKC, CRPS, CFPA, AIF, or similar.
• Ability to obtain ASPPA Qualified 401(k) Consultant, Qualified Plan Administrator, or equivalent credential within 12 months.

Responsibilities

• Manage key client and advisor relationships with a focus on satisfaction, loyalty, and retention.
• Serve as the primary liaison between assigned clients and internal Saturna teams.
• Lead client meetings, conference calls, and ongoing relationship touchpoints.
• Maintain current client account records, including plan issues, timelines, and resolution status.
• Proactively communicate service enhancements and relevant updates to clients.
• Lead onboarding for newly assigned qualified retirement plans, including transition meetings, conference calls, and plan document discussions.
• Partner with TPA service teams, producers, financial advisors, and other intermediaries on client management needs.
• Keep leadership informed of key client and advisor activities.
• Maintain presentation and enrollment materials for plan sponsors and participants.
• Coordinate education campaigns to increase employee engagement and plan participation.
• Maintain knowledge of investments, qualified retirement plans, and regulatory requirements affecting retirement benefits.
• Stay current on Saturna’s products and services and how they compare within the industry.
• Support sales and marketing efforts related to new business development.
• Assist in negotiating mutually beneficial outcomes involving products, fees, service expectations, and other deliverables.
• Complete routine weekly, monthly, and quarterly deliverables for internal and external clients.
• Participate in special projects and perform other duties as assigned.

Benefits

• 100% company-paid medical premium for employees; High-deductible plan offers full family coverage at no cost to employee
• Health Savings Account with employer contribution
• Employee Assistance Program
• regular Wellness activities
• Supplemental insurance such as Long-Term Disability, Voluntary Life, Critical Illness
• 401k with generous match
• Profit sharing and annual performance bonuses
• 11 personal and 10 vacation paid days off after first year of service
• 10 paid holidays (per NYSE holiday schedule)
• Paid Parental and Bereavement leaves
• Up to $2,000 per month in childcare/tuition assistance
• Adult continuing education and professional development assistance
• Home-buyer assistance program

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 11-50 employees