Senior Client Relationship Manager, Retirement Services

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

📋 Description

• Providing educational programs and training to assist clients and employees in understanding and engaging with their employer-sponsored retirement plans, including guidance on payroll submissions, fund modifications, and other plan-related activities.

• Acting as the main point of contact for designated retirement plans, fostering robust client relationships, ensuring adherence to regulatory requirements, and addressing complex issues associated with plan administration and recordkeeping.

• Partnering with clients to review and enhance plan designs, ensuring compliance with IRS and ERISA regulations, and facilitating plan modifications and improvements.

• Performing thorough evaluations of retirement plans, analyzing performance metrics, managing compliance testing, overseeing governmental filings, and advising on employer contribution calculations to guarantee precision and alignment with client goals.

⛳️ Requirements

• Bachelor’s degree AND a minimum of 4-6 years of relevant experience and/or training with a solid understanding of ERISA regulations and retirement plan designs OR a comparable combination of education and experience.

• Commitment to meeting deadlines

• Strong analytical skills

• Exceptional attention to detail

• Effective communication skills (both verbal and written)

• Proficient in customer service

• Strong problem-solving abilities

• Knowledge of regulatory compliance

• Client relationship management skills

• Excellent organizational skills

🏝️ Benefits

• Generous vacation, personal, sick, family sick, and community service leave.

• 401(k) with pre-tax and ROTH contribution options along with a safe harbor match, in addition to an Employee Stock Ownership Plan (ESOP).

• Health, dental, and vision insurance, including employer-paid premium options for employee-only coverage.

• Health Savings Account (HSA) and Flexible Spending Accounts (FSAs) for medical and dependent care expenses.

• Employer-paid life and disability insurance.

• Additional voluntary coverages tailored to meet your individual needs.

• Access to educational and development programs along with ongoing support for personal and professional advancement.