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Relationship Manager - Defined Contributions

Daybright Financial

(Remote)

About Daybright Financial

Simply put, we are one of the nation’s largest independent, privately held firms specializing in employee benefits, retirement plans, and all their associated compliance needs. Since 2008, we have grown by acquiring over 60 local and national firms that have been trusted members of their communities for decades. We hold the coveted “Best Places to Work – USA,” certification and serve more than 22,000 employer groups and 3.6 million plan participants nationally. Daybright Financial also operates a dedicated independent divisional team, Daybright Broker Solutions, to further enhance the services, support, and marketing resources to grow the businesses of benefits brokers and consultants and enable professional employer organizations (PEOs) to bring more to the table for their clients — through the seamless delivery of Fortune 500-level health and financial wellness solutions.

For more information on Daybright Financial, visit daybright.com. Follow Daybright on LinkedIn, Instagram, Facebook, and YouTube.

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.

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.
• 3-5 Years of experience in the retirement plan service area preferred.
• Understanding plan types, eligibility, vesting, contributions (employee/employer), distributions, and participant loans.
• 1+ years of experience in retirement plan administration, relationship management, or a related role.
• Working knowledge of the annual retirement plan compliance cycle and Form 5500 requirements.
• Understanding of qualified retirement plan rules, compliance testing, and regulatory requirements.
• Proficiency in ADP/ACP testing, coverage testing, identifying highly compensated and key employees, top-heavy rules, and government reporting preferred.
• 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.
• ASPPA designations or equivalent preferred.

Compensation: $65k-85k

10% bonus 

Fully Remote

How to Apply

To apply, please email your resume to nrequena@daybright.com with (JR RM-DC LR) in the subject line. 

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