Trinity Pension Consultants, Inc. Relationship Manager Columbus (Dublin), OH
Trinity is expanding its Defined
Contribution practice in the Columbus area and is in need of a qualified individual interested serving as a Relationship Manager for DC client group.
The candidate for this Relationship Manager position will need to possess strong
communication skills and an ability to explain the complexities of an ADP / ACP test.
Trinity is a leading regional, independent and non-producing Third-Party Administration firm located in Akron, Ohio and has regional offices in Columbus,
Cincinnati and Louisville.
Trinity collaborates with Plan Sponsors and their associated financial professional in delivering a highly effective administration and compliance solution for their employer sponsored plan.
provides a fully array of administration and actuarial services for both defined contribution and defined benefit plans; and works with a full scope of Investment Providers, including mutual fund and insurance companies, brokerage firms and
The purpose of the Defined Contribution Relationship Manager is to assist the Team Leader in the proactive communication to Trinity’s Financial Advisor and Plan Sponsors
This will include, but not be limited to, the following activities:
Execute and deliver Trinity’s vision, mission and value propositions.
Provide an accurate representation of
the firm’s core message, values and philosophy.
Provide on-demand ERISA technical information to Plan Sponsor clients and their associated Financial Advisor.
Collaborate with other departments in delivering Trinity’s reports
and anticipating the client’s questions.
Consistently fulfill Trinity’s Raving Fan service model to each client segment.
Conduct regular face-to-face meeting with Plan Sponsors and their associated Financial Advisor to review
their qualified plan issues and Trinity services.
Resolve questions, disputes and conflicts with respect to administration and compliance issues and services provided by Trinity.
Proactively track and monitor all administration and
compliance events and client communications.
Participate in sales presentations as necessary.
Schedule, draft and review communication and correspondence to DC clients.
Explain, in a clear manner, to Plan Sponsors and Financial
Advisors the various aspects of Defined Contribution administration, including, but not limited to:
Annual Return Forms 5500
Profit Sharing Allocations
Residence in Columbus, Ohio
3 – 5 years of experience in the qualified retirement plan industry.
Bachelor’s degree required.
designation required or willing to attain.
Proficient with MS Office (Word, Excel, Outlook)
Strong communication skills (written and verbal).
Excellent attention to
Compensation includes base salary, bonus, medical, LTD, STD, life insurance, 401(k)/PS, FSA, vacation, flex time, sick and personal time.