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Institutional Relationship Manager, Retirement Services

American Trust Retirement

(Remote)

Job Summary

The Institutional Relationship Manager (Retirement Services) cultivates and enhances long-term relationships with Institutional Outsourcing Partner executive leadership teams, ensuring partner loyalty, retention, and satisfaction.

Responsibilities

• Manage a portfolio of defined contribution retirement plans for our Institutional Outsourcing Partners.
• Develop, enhance, and maintain relationships with executive teams providing proactive consultative service.
• Serve as the primary point of contact for Institutional Outsourcing Partner executive leadership teams.
• Act as an advocate for the Institutional Outsourcing Partner, understanding partner needs and balancing those needs with corporate strategy.
• Partner with internal leadership teams to determine and deliver optimal support model.
• Initiate/lead projects to enhance operational efficiencies.
• Identify Institutional Outsourcing Partner corporate strategy and proactively propose products and services aligning with the strategy.
• Oversee and coordinate annual non-discrimination testing and 5500 reporting.
• Address and resolve escalated operational items in conjunction with Client Service Manager, Leadership, and Partner, as necessary.
• Effectively manage expectations in accordance with best practices.
• Partner with finance to ensure proper revenue requirements are achieved.
• Lead bi-weekly Institutional Outsourcing Partner strategic meetings.
• Conduct in-person strategic meetings with Institutional Outsourcing Partner executive team.
• Assist with new business opportunities and attend prospect meetings, as needed.
• Adhere to team and individual service, retention, and revenue goals.
• Other duties as identified and assigned by Management.
• Travel required to satisfy the needs of Institutional Partner.

Skills & Qualifications

• Bachelor’s Degree
• ASPPA, QKA, QKC, QKS, CEBS, CRPS, or CRPC industry designations preferred
• Minimum of 8 years applicable experience or comparable industry designation.
• Proven experience in managing executive level relationships.
• Knowledge of employee benefits, 401(k) plans and ERISA law.
• Exceptional communication and presentation skills.
• Ability to work effectively in a team environment and manage multiple tasks.
• Demonstrate creative problem-solving skills, confidence, and executive presence.
• Strong project management skills.
• Ability to work and make decisions independently.

Salary: $85,000 - $100,000 base salary, based on experience, plus eligibility to participate in the company's bonus program.

Who We Are:
EdgeCo Holdings is made up of several affiliated financial services companies, including AmericanTCS Holdings and NewEdge Capital Group. For over four decades, the EdgeCo companies have provided a suite of technology and support services to financial intermediaries and their clients, including full-service retirement plan administration, wealth management, brokerage, advisory, and trust and custody solutions.

AmericanTCS was built by a dedication to innovation, integrity, and desire to help people achieve a successful financial outcome. AmericanTCS is comprised of several subsidiary companies, divisions, and brands, including American Trust Custody, American Trust Retirement, American Trust Wealth, American Technology Automation (Pension Pro and Hub+), and FiduciaryxChange. Together, they provide industry-leading financial services to the American workforce with the mission to create financial security for all Americans. Currently, AmericanTCS has over $600 billion assets and supports over 425K retirement plans.


What We Offer:
Compensation will be comprised of a base salary and an opportunity to qualify for bonus(es) or commissions. EdgeCo Holdings' benefit package includes health, dental, vision, short-term disability, long-term disability, life insurance, PTO and 401(k) match (after applicable waiting periods).



Applications will be accepted on an ongoing basis.  

How to Apply

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