Relationship Manager, 3(16) Fiduciary Services, (TFG)

Strongpoint Partners • Chicago, IL

12d • $45,000 - $55,000 • Hybrid

About The Position

The Finway Group, a Strongpoint Partners company, is seeking an experienced Relationship Manager to join our growing 3(16) Fiduciary Services team. In this role, you'll serve as the primary point of contact for a portfolio of retirement plan clients, helping ensure delegated fiduciary responsibilities are carried out accurately, efficiently, and in compliance with ERISA requirements. We're looking for a relationship-focused professional who thrives in a fast-paced environment, enjoys partnering with clients and internal teams, and is passionate about delivering exceptional service.

Requirements

• Bachelor's degree in Business, Finance, Accounting, or a related field.
• 5–7+ years of experience in qualified retirement plan administration, compliance, relationship management, or fiduciary services.
• Experience managing a portfolio of retirement plans or client relationships in a high-volume environment.
• Strong knowledge of retirement plan operations, including eligibility, contributions, loans, distributions, compliance testing, and regulatory filings.
• Experience using PensionPro, FT William, Empower, Voya, or similar retirement industry platforms.
• Strong proficiency in Microsoft Excel and retirement plan reporting.
• Excellent verbal and written communication skills with the ability to build lasting client relationships.
• Exceptional organizational skills with strong attention to detail and the ability to manage multiple priorities simultaneously.
• A collaborative mindset and a commitment to delivering outstanding client service.

Nice To Haves

• Previous experience working for a Third-Party Administrator (TPA), recordkeeper, or retirement services organization preferred.

Responsibilities

• Serve as the primary relationship manager for a portfolio of 75–100 retirement plans providing 3(16) fiduciary services.
• Manage delegated fiduciary responsibilities, including contribution monitoring, participant notice delivery, and ongoing compliance activities.
• Lead and participate in regular fiduciary governance meetings with plan sponsors and financial advisors.
• Partner closely with internal service teams to ensure timely execution of fiduciary responsibilities and client deliverables.
• Maintain plan documentation, eligibility records, contribution files, and participant notices within PensionPro to support ERISA compliance.
• Assist with retirement plan transitions, mergers, and terminations by coordinating employee data and fiduciary administration activities.
• Support annual plan audits by gathering documentation and responding to auditor requests.
• Maintain participant and plan information with recordkeepers, including employee additions, terminations, and other plan updates.
• Respond promptly to client and participant inquiries while providing an exceptional customer experience.
• Build trusted relationships with clients through proactive communication and high-quality service.

Benefits

• Health, dental, vision, life, and disability coverage.
• Flexible PTO – Competitive paid time off, including flexible & unlimited options.
• Growth Opportunities – Support for ongoing learning and career development.
• Workplace Perks – Incentive bonus programs, flexible hours, & more.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level