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Retirement Plan Relationship Manager

Alpha Pension Group

in Winchester MA / Telecommute

Alpha Pension Group is a pension consulting firm that partners with companies to promote fiduciary best practices for retirement plans and advocates for plan participants. As investment advisors, we focus on a prudent process that promotes plan level wellness while aiming to reduce the tyranny of excessive investment fees. Our education curriculum guides participants towards positive outcomes.

We are a fast paced, exciting work environment that is growing our team. We are looking for an internal relationship manager to provide high quality service to our clients.  

Job Responsibilities:

  • Maintain client relationships with a high client retention rate
  • Serves as a primary point of contact for client questions and as a liaison between the client, TPA, and recordkeeper.
  • Maintain a caseload of about 100 partner level clients  and assist plan sponsors with the administration of the retirement plan
  • Superior client service and ability to consult with clients regarding plan administration
  • Perform work according to Alpha Pension Group’s policies and procedures
  • Proactively communicate with clients about upcoming plan deadlines and plan requirements
  • Manages the daily operations and relationships with Alpha Pension Group’s clients
  • Assists with plan design, ERISA compliance, and fiduciary best practices
  • Review and answer questions relating to the plan document and policies
  • Prepare plan related forms and notices for the plan administrator
  • Prepare advisors for quarterly and education meetings
  • Implement changes and answer follow up requests from investment committee meetings

Preferred experience and qualifications include:

  • Bachelor’s Degree
  • Minimum of 5 years industry or 5 years of related industry (banking, finance, investments, wealth management) experience
  • Proficient interpersonal relations and communication skills; analytical and organizational skills; computer skills, including MS Word, Excel and PowerPoint; presentation skills; ability to read and interpret Plan documents and recordkeepers fee disclosures
  • BS or BA in related field of study preferred, along with specialized training related to employee benefits plan administration
  • Thorough knowledge of all laws, regulations, and policies impacting retirement plans; working knowledge of investment terminology for presentations to Plan Sponsors and Plan Participants

How to Apply

Please send resumes to

Visit our web site.

This ad has been viewed 1294 times. It expires on 3/3/2018.

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