ABOUT OUR CLIENT:This is a direct hire position with our client in the Retirement industry. Our client is a leading provider of retirement plan services, proudly serving clients nationwide since 1992. Headquartered in Nashville, Tennessee, they deliver account recordkeeping, third-party administration, and actuarial support for qualified retirement plans.
They are one of the nation's largest independent, privately held firms specializing in employee benefits and retirement plan solutions-we help organizations in the public, private, and nonprofit sectors take care of their most important resource: their people.
Our success is built on strong partnerships with financial advisors, TPA firms, and investment platform providers. Together, we design and deliver simple, effective solutions that that drive better outcomes-today and tomorrow.
WHO YOU ARE:The successful candidate for this position will be innovative, self-motivated, and efficient and enjoy both
strategic and detailed involvement with managing clients' retirement programs. The Relationship Manager
will interact daily with clients, accountants, attorneys, investment advisors and other intermediaries serving as
the central point of contact for guidance on the retirement plan benefits and required compliance with
regulatory guidelines. The Relationship Manager is responsible to ensure quality client service. The
Relationship Manager is ultimately accountable for the clients' overall satisfaction with services.
WHAT YOU WILL DO: - Through relationship building, develop an understanding of how the retirement plans impact and help meet the business needs of your clients.
- Build trust and confidence with key personnel both at the client organization, as well as ancillary service providers (CPA, Investment Advisor, etc.).
- Actively participate in ensuring that the clients' operational and regulatory issues are resolved in a manner that exceeds client expectations.
- Collaborate with internal Actuaries on the defined benefit/cash balance plans and Relationship Managers of combined defined contribution plans for compliance of the plans, as a whole, for clients.
- Be a SME - understanding how and who provides various services and how these can be utilized to exceed client expectations.
- Provide insight to management regarding trends in client expectations and how those can be met by TRPC.
WHAT YOU NEED: - College degree, preferred.
- Understanding of Relius Administration & Document systems, preferred.
- 3 years of experience in the defined benefit/cash balance service area.
- ASPPA DBA certificate or approved equivalent preferred.
ADDITIONAL INFORMATION:- Compensation: $80-$90k annually plus 10% bonus
- 100% Remote
- Full-time, direct hire with benefits.
