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Relationship Manager

My Benefits, LLC

(Remote / AL / FL / GA / NC / SC)

Company:  Sometimes something extraordinary is just around the corner. My Benefits, LLC is a privately owned, rapidly growing and industry leading retirement plan services and consulting firm. We pursue an organic growth strategy: we grow by earning and keeping client relationships and by investing in our people, so the work of every team member is visible and valued. With tremendous passion for supporting financial advisors, their business owner clients and retirement plan participants, we are committed to thinking differently and challenging the status quo in the retirement plan industry. We strive to develop innovative solutions to deliver an ideal client experience and help all Americans achieve a dignified retirement. Headquartered in Atlanta, GA, with an Administrative Office in Daphne, AL, and growing teams in the Southeast, we truly believe in the magic of a collaborative team environment. Our teams share knowledge, back each other up and solve client challenges together.  We are proud of our team and what we have accomplished as a company. We believe in nurturing the creative spirit, and that philosophy continues to push us forward. We are excited for the right person to join our team!

Job Description:   My Benefits, LLC is seeking an experienced Relationship Manager responsible for executing a business plan to maintain and grow existing relationships and the development of new distribution partners. Because My Benefits grows organically, the client and partner relationships you build and maintain are central to how we grow.  In this role, the ideal candidate will be a highly effective communicator who speaks directly with our existing clients and utilizes our reporting tools to ensure quarterly outbound communications are documented and maintained. Direct client communication is a must: this is a hands-on, client-facing role rather than a back-office position, and you will be the voice of My Benefits for the clients you serve. This self-starter must be a highly motivated, dynamic, and articulate individual dedicated to helping support the success of teammates and clients.  Your personal interaction skills will be heavily utilized when meeting with financial services professionals, business owners, human resource professionals and retirement plan participants.  This Relationship Manager role is designed to be a long-term position with opportunities to develop professionally.  As a My Benefits, LLC Relationship Manager you will be joining a collaborative team of peers and colleagues working on game-changing retirement plan solutions. We embrace and leverage AI tools, including Claude, to enhance our internal processes and procedures, and we welcome teammates who are eager to do the same. 

My Benefits offers:

• Competitive compensation and benefits
• A positive, collaborative team environment where colleagues share knowledge, support one another, and have fun
• A dedicated team to support with growing your knowledge and professional development
• The long-term perspective of a privately owned firm focused on serving clients and developing its people
• Career growth opportunities as the firm grows organically
• A forward-looking team that uses AI tools, including Claude, to work smarter, and encourages experimenting and sharing what works

The candidate must:

• Lead and manage direct, proactive outbound communication with our clients
• Consult directly with clients and answer questions including, but not limited to, plan design, plan eligibility, contributions, compliance testing, and vesting via telephone and email
• Have a deep understanding of plan administration and operational impacts to a plan, plan sponsor, participants and administrative team
• Follow up on submission of annual client census and questionnaires
• Manage missing K1/Schedule C information
• Ensure receipt of missing self-directed brokerage statements
• Communicate ADP/ACP testing results and assist clients in navigating failures
• Assist with emailing employer contribution calculations and ensuring deposits are made timely
• Help ensure Form 5500s are electronically signed and filed timely
• Retrieve audit reports and SOC reports
• Communicate and follow up on plan forfeitures
• Answer technical questions from Financial Advisors and Plan Sponsors
• Facilitate client plan design changes and amendment requests
• Collaborate closely with onboarding and internal service teams to ensure clients experience best in class service
• Use Salesforce, Slack, and AI tools such as Claude to document client interactions, coordinate with teammates, and streamline internal processes and procedures

Requirements:  The candidate will:

• Be comfortable communicating directly with clients by phone and email; direct client communication is a must for this role
• Have 5 or more years’ retirement plan administration experience
• Hold a bachelor’s degree or comparable professional work experience
• Demonstrate strong customer focus and an excellent phone manner
• Have problem solving capabilities without direct supervision
• Have strong attention to detail, organization, multi-tasking, and follow up skills
• Demonstrate superior interpersonal, written and verbal communication skills with the ability to clearly, confidently and professionally convey complex subject matter in an approachable way
• Adhere to deadlines through excellent time management
• Thrive in a collaborative, team-first environment and be a positive team player who shares knowledge and supports teammates
• Be a confident self-starter with a “can do, will do” collaborative attitude
• Want to truly learn and develop leading subject matter expertise
• Embrace and leverage AI tools to enhance our internal processes and procedures, and bring ideas for working smarter
• Have technology and computer proficiency in Microsoft Office; experience with Salesforce, Slack, Claude and other AI tools, FTWilliam, and/or PensionPro is a plus
• ASPPA and/or NIPA designation(s) strongly preferred

How to Apply

To apply, please email your resume and cover letter to marybethobrien@mybenefits.me.

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