VP, Relationship Management

Company Overview

DWC, a subsidiary of FSG Parent L.P., provides plan document, compliance, consulting and government reporting services to more than 8,000 clients in all 50 states, ranging in size from single participant defined benefit plans to complex 401(k) plans including several thousand employees. In addition to our renowned responsiveness and obsession with detail, we put a commitment to client service at the center of everything we do. We prioritize accessibility and responsiveness, and we are obsessed with detail. 

Every consultant at DWC has a commitment to excellence in their DNA. Our culture emphasizes helping everyone around us perform at the highest level and requires that all work be completed at an A+ level, without exception.

DWC is continually seeking candidates to join our team who are fiercely committed to client-centered service, passionate about helping our clients and advisors, and who truly enjoy working in the retirement plan industry.

To learn more, visit https://www.dwc401k.com/

Job Summary

As Vice President of Relationship Management, you will serve as a senior leader and strategic partner to our most valued retirement plan clients. In addition to managing a portfolio of complex relationships, you will oversee and mentor a team of Relationship Managers, ensuring service excellence, professional development, and operational alignment across the team. This role requires a consultative mindset, deep retirement industry knowledge, and the ability to influence both internal teams and external stakeholders. You’ll also contribute to companywide strategy as a key voice in enhancing the overall client experience. 

Job Responsibilities

• Lead and manage the Relationship Management team, including hiring, coaching, and performance development
• Establish team goals, KPIs, and service standards aligned with company objectives
• Oversee strategic client meetings, plan reviews, and fiduciary conversations focused on plan health, compliance, and engagement
• Collaborate cross-functionally with Compliance, Operations, Plan Consulting, and Sales teams to drive seamless service delivery
• Serve as an internal advocate for clients, escalating and resolving complex service issues
• Guide the team in delivering analytics-driven insights and value-added recommendations to clients
• Design and refine team workflows, tools, and escalation procedures for operational efficiency
• Foster a high-performance culture grounded in accountability, transparency, and continuous improvement
• Represent Relationship Management in senior leadership meetings and contribute to company initiatives 

• 8–10+ years of experience in relationship or client management within the retirement plan or financial services industry
• 3+ years in a people leadership or team management role
• Expertise in qualified retirement plans (401(k), 403(b), 457, DB, etc.)
• Strong executive presence with the ability to lead client conversations and team interactions
• Proven success developing talent, leading strategic initiatives, and driving client satisfaction
• Deep understanding of retirement plan compliance, ERISA, and fiduciary responsibilities
• Demonstrated ability to manage team priorities across shifting client demands
• Passion for service excellence, leadership, and building long-term client partnerships
• Experience developing playbooks, SOPs, or training programs for client-facing teams
• Proficiency in CRM tools (e.g., Salesforce) and Microsoft Office Suite
• Bachelor’s degree required; advanced credentials like QKA, QPA, or AIF preferred 

Remote Work Information

For all virtual remote positions, in order to ensure employees can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 50 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Please ensure that you are able to meet these expectations before applying.

Compensation Information

The average salary for this position is expected to be between $XX and $XX/[hour/year] however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. We do not anticipate candidates to be paid at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, medical, dental, vision, life insurance, short and long term disability, paid-time off, etc. 

Additional Information

As an employer, we believe our success depends on diversity, inclusion, and mutual respect among our team members. We want to look like our customers, and we recruit, develop, and retain the most hardworking people from a diverse candidate pool. We are committed to making all employment decisions based on business need, merit, capability, and equality of opportunity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.