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Relationship Manager

Daybright Financial

(Remote)

Position Overview
The Relationship Manager plays a central role in delivering exceptional service and operational support for clients' retirement programs within a Third-Party Administrator (TPA) environment. This individual serves as the primary point of contact for an assigned portfolio of clients, including plan sponsors, accountants, attorneys, investment advisors, and other intermediaries. The successful candidate will be innovative, self-motivated, and efficient, with a passion for both problem solving and structure.

This role is responsible for ensuring client satisfaction by maintaining accurate records, coordinating communications, maintaining plan documentation compliance, and upholding service-level agreements. The Relationship Manager is ultimately accountable for the overall client experience and satisfaction with Daybright services. The ideal candidate is detail-oriented, highly organized, and capable of managing multiple priorities in a fast-paced, client-focused environment

Key Responsibilities

• Maintain and update client and vendor records in internal systems.
• Support of newly onboarded and offboarding of clients.
• Coordinate with internal departments to ensure timely delivery of services.
• Assist in preparing reports, presentations, and audit documentation.
• Respond to client and vendor inquiries in a professional and timely manner, within SLA.
• Interpret and apply plan documents accurately.
• Communicate directly with plan sponsors, financial advisors, and recordkeepers.
• Schedule and coordinate meetings, calls, and follow-ups with clients.
• Ensure compliance with regulatory and internal policies.
• Through relationship building develop an understanding of how the retirement benefit plan impacts and helps to meet the business needs of your client.
• Build trust and confidence with key personnel both at the client organization, as well as ancillary service providers (CPA, Financial Advisor, etc.).
• Actively participate in ensuring that the clients’ operational and regulatory issues are resolved in a manner that exceeds client expectations.
• Review annual plan compliance and administrative reports for overall accuracy.
• Deliver summarized plan year end work with effective communication of annual test results and open action items for client.
• Be a Daybright 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 Daybright.

·Qualifications & Skills

• College degree preferred.
• 5-7 Years of experience in the retirement plan service area preferred.
• Understanding plan types, eligibility, vesting, contributions (employee/employer), distributions, and participant loans.
• Proficiency in ADP/ACP testing, coverage testing, identifying highly compensated and key employees, top-heavy rules, and government reporting.
• Familiarity with ERISA requirements, IRS and DOL regulations, and fiduciary responsibilities.
• Technology proficiency, especially with recordkeeping platforms and compliance tools.
• 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 dependable.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
• Basic to intermediate understanding of Relius Administration/ FT Williams systems preferred.
• Experience with CRM or TPA management systems is a plus.
• Ability to handle confidential information with discretion.
• While not required, candidates located in the Albuquerque/Zuni area will be considered a plus, as there is a local client with year-end needs. All work is otherwise performed remotely.
• Preferred experience working with Indian Tribal Retirement Plans is highly desirable.
• ASPPA designations or equivalent preferred.

Compensation: $110k

Bonus: 10%

How to Apply

To apply, please email your resume to nrequena@daybright.com with (Relationship Manager PPC LR) in the subject line.

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