Relationship Manager, Retirement Consulting

Marsh McLennan•Columbia, SC

1d•Hybrid

About The Position

Tribridge Partners, a Marsh & McLennan Agency, LLC Company, is seeking a Relationship Manager for their Retirement Consulting team. This role involves supporting assigned clients by preparing and presenting investment review materials, conducting fiduciary reviews, and managing follow-up actions. The company emphasizes a strong culture, inclusive environment, and offers opportunities for professional growth and meaningful work.

Requirements

High school diploma
Ability to work in a fast-paced environment
Extremely organized with attention to detail
Strong written and verbal communication skills
Legal work authorization to work in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the future

Nice To Haves

Proficiency using Teams, SalesForce, FieldNet, DocuSign, RPAG, and Planned Solutions
Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint)
Proficiency in Adobe Acrobat

Responsibilities

Run investment review scorecards in RPAG and ensure data accuracy for client discussions.
Partner with co-advisors to review investment scores, analyze watchlist activity, and complete investment mapping.
Review B3 and supporting benchmarking materials as needed.
Pull together key presentation materials for fiduciary reviews, including meeting agendas, investment change summaries, meeting notes, and updated investment scorecards.
Present materials in client fiduciary review meetings.
Capture decisions and next steps from client meetings.
Create and assign follow-up action items in SalesForce after client meetings.