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Relationship Manager – MEPs/PEPs

NPPG

(Remote / Shrewsbury NJ)

We are looking for a full-time Relationship Manager either fully remote within the US or on-site in our Shrewsbury, New Jersey headquarters.

The Relationship Manager is the primary contact for an assigned book of primarily MEPs, PEPs and association plans. The ideal candidate is a proactive and customer-focused professional with a proven track record of nurturing and expanding client relationships. If you are a highly organized, detail-oriented individual who can easily manage multiple priorities in a fast-paced, client-focused environment, we want to connect with you!

Primary Responsibilities

• Maintain assigned book of business of assigned retirement plans
• Communicate in a timely manner directly with plan sponsors, financial advisors and recordkeepers on questions related to all aspects of their retirement plan
• Develop and cultivate a strong network of recordkeeper contacts, business owners, and other centers of influence (COI) associated with NPPG
• Schedule and coordinate meetings, calls, and follow-ups with clients
• Resolve services issues escalated to you by client or COI
• Monitor annual plan projects, plan document/amendment requests and other plan projects for assigned plans
• Collaborate with other teams within NPPG to ensure client expectations are met
• Lead and minute annual PEP charter meetings
• Participate in meetings with prospects, during conversions or M&A activity
• Educate plan sponsors and COIs on plan sponsor fiduciary responsibilities and NPPG’s compliance/fiduciary solutions
• Travel as needed to effectively service NPPG clients and promote NPPG services
• Stay current on industry updates, legislative changes and internal initiatives as they pertain to and impact recordkeepers, clients, participants, and plan

Required Qualifications
Three to five years of experience with a third-party administrator, recordkeeper or related experience in the retirement plan industry

• Working knowledge of 401(k) and 403(b) ERISA, IRS and DOL regulations and fiduciary responsibilities
• 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
• Excellent verbal and written communication skills with the ability to establish rapport and provide quality customer service
• Ability to collaborate with others and work autonomously
• Proficiency with Microsoft Office Suite
• Willingness to work east coast hours

Preferred Qualifications

• Experience with MEPs/PEPs
• ASPPA, NIPA or ERPA credentials
• Bachelor's degree

How to Apply

Please email your resume to tellington@nppg.com.

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