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5 дней назад

Relationship Manager (401(k) Retirement Plans)

80 000 - 95 000$
Формат работы
remote (только USA)
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Relationship Manager (401(k) Retirement Plans): Servicing and retaining mid-market defined contribution plan clients through fiduciary guidance, committee meetings, compliance support, fee reviews, and operational improvements with an accent on client advisory and retirement plan administration. Focus on leading client projects, negotiating service and fee changes, supporting sales presentations and RFPs, and mentoring less experienced team members.

Location: Remote within the United States, aligned with Central Time Zone; may include up to 15% travel.

Salary: $80,000–$95,000 annually, plus potential compensation incentives.

Company

hirify.global provides insurance brokerage, retirement plan consulting, benefits administration, and investment advisory services.

What you will do

  • Provide proactive, personalized support to assigned mid-market defined contribution retirement plan clients.
  • Coordinate periodic 401(k) committee meetings and maintain service calls with clients and recordkeepers.
  • Advise clients on fiduciary oversight, plan operations, compliance, fees, investments, plan design, and industry trends.
  • Review service agreements and plan documents, engage internal resources, and ensure solutions meet operational and compliance requirements.
  • Lead client projects, negotiate service or fee changes with recordkeepers, and support sales presentations and RFP rebids.
  • Collaborate with consulting, sales, investment advisory, and legal teams while mentoring less experienced colleagues.

Requirements

  • 3–5 years of retirement industry experience.
  • Bachelor’s degree in mathematics or business, or equivalent work experience.
  • Working knowledge of defined contribution plan operations, design, and regulations.
  • Strong verbal and written communication, customer service, problem-solving, and organizational skills.
  • Comfort with internet-based programs and Microsoft Office products.
  • Ability to work remotely in the United States while supporting Central Time Zone hours.

Nice to have

  • ASPPA Qualified 401(k) Administrator (QKA) certificate.

Culture & Benefits

  • Medical, dental, vision, wellness, life insurance, disability, flexible spending, and health savings accounts.
  • 401(k) and other employer-sponsored financial benefits.
  • Paid time off, paid family leave, and paid holidays.
  • Potential compensation incentives and recognition programs.
  • Employee support programs, community engagement, and diversity and inclusion initiatives.

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