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

Strongpoint Partners•Chicago, IL

14d•$45,000 - $55,000

About The Position

The Finway Group, a Strongpoint Partners company, is seeking an experienced Relationship Manager for its 3(16) Fiduciary Services team. The Relationship Manager serves as the primary contact for a portfolio of retirement plan clients and helps ensure delegated fiduciary responsibilities are handled accurately, efficiently, and in compliance with ERISA requirements. The position involves close partnership with clients, financial advisors, and internal teams while delivering high-quality service in a fast-paced environment.

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 and ability to build lasting client relationships.
Exceptional organizational skills, attention to detail, and ability to manage multiple priorities simultaneously.
Collaborative mindset and commitment to outstanding client service.

Nice To Haves

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

Responsibilities

Serve as the primary relationship manager for a portfolio of 75–100 retirement plans receiving 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 with internal service teams to ensure timely execution of fiduciary responsibilities and client deliverables.
Maintain plan documentation, eligibility records, contribution files, and participant notices in 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 and provide an exceptional customer experience.
Build trusted client relationships through proactive communication and high-quality service.
Perform other duties as assigned.