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Relationship Manager - Retirement Plans

Sikich LLP

in Remote / Maple Grove MN

Logo for Sikich LLP

Sikich LLP is a global company specializing in technology enabled-professional services. With employees across the nation, Sikich draws on a diverse portfolio of technology solutions to deliver transformative digital strategies and ranks as one of the largest CPA firms in the United States. Our dynamic environment attracts top-notch employees who enjoy being at the cutting edge and seeing every day how their work makes a difference.

We are seeking a knowledgeable, team-oriented Relationship Manager for our Retirement Plan Consulting Team. This position is customer service focused.  You’ll be the day-to-day contact for clients and responsible for plan service questions and participant questions about their employer’s plan.

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 review preparation, employee education and consulting work while managing overall client relationships.  In addition to being the key contact for clients regarding the management of their retirement plans, the Relationship Manager provides assistance to the team in securing new clients and participates in generating additional fee-based revenue.   

Responsibilities:

  • Build and maintain strong relationships with senior management in the client’s organization to ensure retention of the business
  • Serve as an internal client advocate looking after the best interest of clients and participants and providing expert problem resolution that builds trust, credibility and loyalty with clients and participants.
  • Assist Sales team - participating in prospect meetings and/or final presentations
  • Coordinates relationship management activities with the sales, marketing, legal, investments and other internal functional areas
  • Review and interpret plan document provisions
  • Answering a wide variety of client questions related to retirement plan administration and participant inquiries on a daily basis.
  • Regularly conduct one-on-one account consultations and small group presentations in person or web based.
  • Conduct orientation meetings for new participants.
  • Facilitate enrollments, rollovers, and other participant requests.
  • Effectively resolve customer needs in a way that strengthens the relationship.

Requirements:

  • 2+ years’ of retirement plan related industry experience. 
  • 2+ years’ of professional, retirement plan client management experience
  • 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
  • Ability to travel 10% to 25%
  • Experience working with client senior management and Board members
  • Comfortable training clients and working through issues with clients and with plan participants
  • Strong understanding of ERISA and industry related laws and regulations
  • NAPA or other industry specific designations preferred

Sikich Benefits:

Our employees enjoy expansive benefit offerings, ranging from wellness programs to our flexible time off policy. Sikich prioritizes our employees’ personal welfare; making sure our staff’s health, family time and well-being are not compromised in order to further their career.

Flexible time off policy, we encourage every full-time employee to take off at least four weeks for personal, vacation or sick leave. This benefit is activated as soon as you start with the firm.

Holiday closure, we observe firm-wide office closure during the week between Christmas and New Year’s Day.

Wellness program, we provide a wellness program to engage, challenge and empower you to take responsibility for your own well-being. Activities can be tracked through our wellness provider to obtain gift cards or other rewards.

We also offer:

  • Health, dental, vision, life and accident/death/disability insurance options
  • HSA employer contribution
  • 9 paid holidays annually
  • Flexible work arrangements
  • 12 weeks of paid parental leave due to the birth of your child or the placement of an adopted child within your home
  • 3 weeks of paid paternity leave for fathers for the birth of their child
  • 401(k) with employer contributions
  • CPA bonus with 4 paid exam days & 4 paid study days
  • Tuition Reimbursement
  • Employee & Client referral bonus program
  • Pet insurance
  • FORCE – our community volunteer program (each employee may use up to 4 hours of paid time annually to volunteer and make a difference in their local communities)

How to Apply

Apply Now


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