Relationship Manager

The Relationship Manager role plays a key role in client retention efforts, providing assistance for strategic administration of defined contribution plans. Performs research, resolves issues, and communicates solutions/alternatives that best serve the plan sponsor. Responsibilities include collaboration with consultants, advisors, and internal partners to create solutions that simplify administration and streamline day-to-day operations. Help plan sponsors meet and comply with regulatory deadlines. Develop strategies to meet plan sponsor goals for the year, while creating and managing the project plan to achieve these goals. Work closely with internal partners in marketing, compliance, plan design, processing, and data engagement, leveraging these resources daily to ensure they provide plan sponsors with solutions that best meet their needs. Plan and prepare for quarterly meetings with the consultant or advisor to ensure alignment before meeting with the plan sponsor.