Relationship Manager I

Is this you?

You’re someone who genuinely likes working with people — not just checking tasks off a list, but actually helping clients feel confident and taken care of. You’re organized, curious about how things work, and you like the idea of building real expertise in a field that matters: helping businesses offer retirement benefits that change people’s lives.

You don’t need to know everything about ERISA on day one. You need to be a clear communicator, a careful thinker, and someone who shows up for both clients and teammates. We’ll invest in the rest.

What you’ll do here

As a Relationship Manager I, you’ll be the primary contact for a designated group of retirement plan clients and their financial advisors. That means you’re the person they trust — and we take that seriously.

Client relationships

• Serve as the go-to contact for your clients and their advisors — by phone, email, and regular check-ins

• Respond to requests quickly and resolve issues proactively, before they become problems

• Partner with our Plan Consultants when compliance questions require deeper ERISA expertise

Plan administration & compliance

• Track and manage deadlines for annual plan compliance across your book of business

• Prepare census requests, contribution summaries, and refund forms

• Identify and communicate late deposits and minimum distribution obligations

• Assist with annual projects — force-outs, annual notices, recordkeeper disclosures

• Support distributions, corrections, and plan transitions

• Collaborate with actuaries, plan consultants, and internal teams on plan design questions

Systems & data

• Maintain accurate client records in PensionPro

• Update internal workflow systems to reflect client activity

• Coordinate with Finance on billing and receivables

• Support onboarding, conversions, and plan terminations