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Client Relationship Manager

MAP Retirement

(Remote)

Are you a problem solver who enjoys working autonomously? A career at MAP Retirement could be your ideal fit. You'll have the opportunity to directly contribute to the financial security and success of meaningful retirements for thousands of individuals while helping build a growing company. Most positions at MAP Retirement are fully remote, providing a healthy work-life balance while enabling you to collaborate with and support your colleagues and clients. MAP Retirement not only invests in the tools and technology you need to succeed in your role but also supports your professional growth with training and certifications.

MAP Retirement is a national leader in retirement services, dedicated to helping clients manage and administer their retirement plans. We assist clients in defining what's possible and what’s next for their retirement planning

Purpose of Position

A Client Relationship Manager will serve as the primary point of contact for a book of business for both Defined Contribution and Defined Benefit plans of all sizes. The ideal candidate will be able to demonstrate relationship management skills, preparation & timely delivery of valuation reports, including the ability to work independently as well as in a team environment.

Essential Duties and Responsibilities

• Strengthen relationships with clients and advisors through delivery of phone and email
• Respond to plan sponsors and advisors’ questions related to all aspects of their retirement plan including plan design
• Monitor annual plan projects, calendars, and milestones
• Communicate annual plan compliance results and annual tax filings
• Ability to interpret basic plan documents, plan adoption agreements and amendments
• Maintain knowledge regarding industry trends and legislative/regulatory requirements and changes
• Proactively request information and alert clients to plan operational and compliance matters
• Prioritize, research, and resolve client questions related to technology, plan operation, compliance, and other matters
• Coordinate with other team members as required for support on recordkeeping and plan administration
• Communicate 401(k) recordkeeping processes and technology
• Maintain documentation on client projects and responses within FT William and PensionPro systems

Competencies Required

• Prompt follow-up on open items with clients or internal team members
• Strong initiative, integrity, self-motivation, and results orientation
• Demonstrates excellent attendance, punctuality, and time management
• Conveys a professional and positive attitude while interacting with clients and internal team members
• Strong communication skills, with the ability to distill complex information and regulations into terms readily understood by team members and our clients
• Ability to build rapport remotely while working productively with limited in-person interaction

Education and Qualifications

• 5+ years Retirement Plan Experience with 401(k) preferred with demonstrated subject matter expertise
• Strong interpersonal and communication skills:  verbal, listening and written
• Excellent time management and organizational skills with the ability to multi-task in a fast-paced environment
• Ability to learn and adapt quickly in a changing and fast paced environment, with enthusiasm and a positive attitude
• Experience using recordkeeping/TPA software, FT William and PensionPro experience a plus
• Proficiency in Microsoft 365, Teams, Word, and Excel
• Bachelor’s Degree Preferred
• Certifications through NIPA or ASPPA, including QKA or equivalent desired -- or must be willing to work towards Industry Designation credentials

Remote Working Requirements

As a remote-first company, MAP Retirement has established expectations for a successful remote work environment:

• Ability to build rapport with others remotely while working productively with limited in-person interaction
• Designate a quiet, well-lit workspace with a fast internet connection, free of distractions
• Be online and available during designated business hours in your local time zone
• Familiarity with using Microsoft Teams or other virtual meeting applications to collaborate with colleagues via video and cha.
• Experience with file-storage and file-sharing tools such as Microsoft SharePoint and Citrix ShareFile

Benefits

MAP Retirement has a dynamic, growth-focused culture, and we are committed to offering attractive, employee-centric benefits, including:

• 401(k) with up to 4% SH match
• Paid time off starting with 18 PTO days, plus 8 paid holidays and 3 paid floating holidays
• Up to 70% Employer contribution toward medical, with employee paid dental, and vision plan options
• Employer paid Life, Long and short-term disability insurance

How to Apply

Submit your resume to:  careers@map401k.com

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MAP Retirement has trusted BenefitsLink to help reach qualified candidates for this opening.

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