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Relationship Manager for Defined Benefit/Cash Balance Plans
Daybright Financial
(Remote)
General Description
The successful candidate for this position will be innovative, self‐motivated, and efficient and enjoy both strategic and detailed involvement with managing clients’ retirement programs. The Relationship Manager will interact daily with clients, accountants, attorneys, investment advisors and other intermediaries serving as the central point of contact for guidance on the retirement plan benefits and required compliance with regulatory guidelines. The Relationship Manager is responsible to ensure quality client service. The Relationship Manager is ultimately accountable for the clients’ overall satisfaction with TRPC Services.
Job Responsibilities (Included but not limited to):
- Through relationship building, develop an understanding of how the retirement plans impact and help meet the business needs of your clients.
- Build trust and confidence with key personnel both at the client organization, as well as ancillary service providers (CPA, Investment Advisor, etc.).
- Actively participate in ensuring that the clients’ operational and regulatory issues are resolved in a manner that exceeds client expectations.
- Collaborate with internal Actuaries on the defined benefit/cash balance plans and Relationship Managers of combined defined contribution plans for compliance of the plans, as a whole, for clients.
- Deliver summarized plan year end work with effective communication of annual test results and openaction items for client.
- Be a TRPC expert – understanding how and who provides various services and how these can be utilized to exceed client expectations.
- Provide insight to management regarding trends in client expectations and how those can be met by TRPC.
Experience/Skill Requirements:
- College degree preferred.
- Strong organizational and problem-solving skills, with the ability to track multiple tasks and issues, set goals and prioritize tasks in a fast-paced environment.
- Strong communication skills, both written and verbal.
- Must be mature and dependable.
- Strong computer literacy, including Excel, Word, and Adobe and a basic to intermediate understanding of Relius Administration & Document systems preferred
- Must be able to work both independently and with direction.
- 3 to 5 years of experience in the defined benefit/cash balance service area preferred.
- ASPPA DBA certificate or approved equivalent preferred.
How to Apply
To apply, please email your resume to nrequena@daybright.com with "Relationship Manager for Defined Benefit/Cash Balance Plans" in the subject line.
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Daybright Financial has trusted BenefitsLink to help reach qualified candidates for this opening.