Relationship Manager II

This is a fully remote position, open to applicants in United States.

📋 Description

• You will serve as the main point of contact for a portfolio of retirement plan clients and their financial advisors.

• Cultivate and manage relationships for your designated clients and advisors — they will reach out to you first.

• Conduct consultation calls with clients, auditors, and advisors regarding intricate plan issues.

• Offer technical and compliance advice with assurance and precision.

• Proactively address issues — when ERISA expertise is required, engage Plan Consultants as a strategic ally.

• Oversee all deliverables and timelines for annual plan compliance across a diverse portfolio of business.

• Prepare census requests, contribution summaries, and refund documentation.

• Identify and notify about late deposits and minimum distribution requirements.

• Manage annual projects — including force-outs, annual notifications, and recordkeeper disclosures.

• Handle distributions, corrections, and complex transitions of plans.

• Collaborate with actuaries, plan consultants, and internal teams on inquiries regarding plan design and compliance.

• Act as a key resource, mentor, and trainer for members of the Relationship Manager I team.

• Take on the team lead's responsibilities when necessary, ensuring operations remain smooth and decisions are well-informed.

• Engage actively in cross-functional meetings and firm-wide projects.

• Maintain precise and current client records in PensionPro.

• Update internal workflow systems to accurately reflect client activities.

• Work alongside Finance on billing and accounts receivable.

• Assist with onboarding, conversions, and comprehensive plan terminations.

⛳️ Requirements

• Over 3 years of experience in retirement plan administration or client services.

• Strong understanding of defined contribution plan compliance — including ERISA, DOL, and IRS regulations.

• Proficient in retirement plan software such as PensionPro, Datair, FTW, or ASC.

• Excellent communication abilities — with clients, advisors, auditors, and team members.

• Capacity to manage a complex and rapidly changing portfolio without overlooking details.

• A collaborative attitude and a sincere interest in fostering the growth of others.

🏝️ Benefits

• Medical, Dental & Vision coverage — we pay 80% for employees and 50% for dependents.

• 401(k) plan featuring safe harbor contributions.

• Generous open PTO policy.

• Life insurance, FSA & HSA offerings.

• Continuous industry training and opportunities for professional advancement.

• A team that truly enjoys collaborating together.