Position: 401(k) Relationship Manager
About: We are seeking a dedicated 401(k) Relationship Manager to serve as the primary point of contact for our retirement plan clients. This role is responsible for maintaining strong relationships with plan sponsors, ensuring high-quality service, and delivering strategic guidance to support plan success. The Relationship Manager will meet with clients on a quarterly basis to review plan performance, provide fiduciary updates, and identify opportunities for plan enhancements.
Requirements: Bachelor’s degree in Business, Finance, or a related field preferred; 3+ years of experience in 401(k) relationship management, retirement plan consulting, or financial services; Strong understanding of ERISA regulations, fiduciary responsibilities, and investment due diligence; Experience working with plan sponsors, TPAs, recordkeepers, and investment platforms; Proficiency in industry tools such as RPAG, FI360, or other investment monitoring systems is a plus; Excellent communication, presentation, and relationship-building skills
Benefits: competitive compensation, professional development opportunities
