Relationship Manager

Base salaries are determined during our interview process, by assessing a candidate’s experience, skills against internal peers and against the scope and responsibilities of the position.

Job Description:   The Relationship Manager will be the lead service team member with the ultimate responsibility of overall client satisfaction and retention for all assigned clients.  The Relationship Manager must possess the skills and experience to provide proactive retirement plan client service, plan design, investment reviews and consulting work while managing overall client relationships.  The Relationship Manager is the key contact for clients regarding the management of their retirement plans.  

Responsibilities: 

• Build and maintain strong relationships with senior management in the client’s organization to ensure retention of the business
• Provide annual plan review meeting with clients to ensure plan is operating in good standing while always striving to improve their plan performance.
• Partner with internal associates looking out for the best interest of the client and providing expert problem resolution to build trust, credibility and loyalty with clients & participants.
• Coordinates relationship management activities with the sales, marketing, legal, investments and other internal functional areas
• Delivers accurate and complete results adhering to Pentegra’s internal controls
• Review and interpret plan document provisions
• Collaborate with Education Specialists when necessary
• Explain annual compliance tests 
• Support of other functional Pentegra areas (Client Transition, Compliance, Account Manager, Legal Department, Finance, etc.)
• Coordination and cooperation with outside Recordkeeper on a daily basis for plan management, data, reporting and ongoing administration.

Requirements:

• 5-10 years of retirement plan related industry experience
• TIAA processes is a plus but not required
• Bachelor’s degree - preferably in business accounting or finance or equivalent education or work experience
• Expertise in Defined Contribution and/or Defined Benefit plan consulting, recordkeeping and administration
• 200 clients across multiple states
• Excellent written, verbal, public speaking and presentation skills 
• Experience of working with client senior management 
• Comfortable training clients and working through issues with clients and advisors
• Strong understanding of ERISA and industry related laws and regulations
• Series 6 licensed required 
• Comfortable working autonomously within a broader team environment
• Willingness to source and customize client deliverables to meet client needs and retention goals
• Prefer someone who can work 8:30-5:00 MST or PST