Relationship Manager

MP RPO•Jacksonville, FL

60d•$90,000 - $100,000•Remote

About The Position

The Relationship Manager (RM) serves as the primary point of contact for Plan Sponsors, Adopting Employers, and Investment Advisors, and functions as the quarterback of the overall client relationship. The RM is expected to operate with a consultative, advisory approach, combining technical retirement plan knowledge with proactive relationship management, and is accountable for the client's overall experience. The RM manages an assigned book of business and is expected to operate with extreme urgency, strong ownership, and disciplined follow-through across every client interaction.

Requirements

Minimum of three (3) years of experience working with retirement plans
Working knowledge of non-discrimination testing
Strong understanding of plan document provisions
Awareness of current legislative and regulatory developments affecting retirement plans
Thorough understanding of Client Service Agreement terms, including fee structure and scope of services
Strong written and verbal communication skills, suited to client-facing consultative meetings
Ability to manage competing priorities across a book of approximately 160 plans

Nice To Haves

ASPPA credentials preferred (QKA, QPA, CPC, or equivalent)

Responsibilities

Deliver compliance testing results and contribution calculations prepared by Consultants; serve as the client's point of contact for related questions
Review the annual, system-generated fiduciary file (Broadridge/SRT) and prepare talking points and plan design observations prior to the client meeting
Deliver the fiduciary file in a client meeting, using the opportunity to demonstrate value and discuss plan design changes that support the sponsor's goals
Document fiduciary file meetings and resulting follow-ups in the CRM
Serve as the client's point of contact for questions related to the automated year-end data request
Follow up on outstanding or incomplete client submissions
Lead initial enrollment meetings for onboarding (new) plans
Lead ongoing enrollment meetings for active plans
Perform high-level research and triage of client-reported issues (e.g., payroll issues, reporting errors), resolving where possible or handing off to Support or Compliance with appropriate context
For issues requiring assistance, convene the appropriate internal parties, drive the issue to resolution, and communicate the outcome back to the client
Coordinate plan terminations for assigned clients
Initiate plan amendments based on client requests, ideally driven by plan design improvements the RM has proactively identified
Serve as the client's resource for questions regarding the Client Service Agreement, including fees and the scope of services
Maintain regular touch point meetings with clients, with particular emphasis on the largest revenue-producing relationships
Each responsibility above includes related administrative sub-tasks (data entry, documentation, scheduling, and routine follow-up), which the RM is expected to perform directly in the current model.