Relationship Manager, Specialist

Overview

This role manages complex recordkeeping and investment-only plan sponsor relationships by using a deep understanding of client history, strategic priorities, and evolving needs. The position focuses on proactively improving the client experience, enhancing service delivery, and strengthening long-term loyalty through consultative guidance.

Responsibilities

• Manage the organization’s most complex recordkeeping and investment-only plan sponsor relationships.
• Proactively assess client needs through ongoing strategic planning and high-value consultations.
• Recommend service, operational, and process enhancements, partnering with internal stakeholders to ensure seamless recordkeeping execution.
• Clearly articulate recommendations to senior client decision makers to drive informed outcomes.
• Lead resolution of complex client issues related to products, services, and processes.
• Develop and implement creative, forward-looking solutions that meet or exceed client expectations.
• Engage internal subject matter experts and use internal networks to design tailored service solutions.
• Facilitate cross-functional collaboration and shared ownership to deliver integrated, client-centric outcomes.
• Maintain expert-level knowledge of funds, products, services, and competitive positioning.
• Apply investment expertise to provide long-term strategic guidance and support sustained partnership and loyalty.
• Contribute to enterprise initiatives, participate in special projects, and perform additional responsibilities as assigned.

Requirements

• Minimum of five years related work experience.
• Three years experience in Financial Services and Relationship Management preferred.
• Demonstrated expertise in employer-sponsored retirement plans, including 401(k), 403(b), rollover, participant engagement, retirement readiness, or related workplace solutions.
• Recordkeeping (retirement plan administration) expertise is required.
• Demonstrated ability to develop senior/executive-level relationships, navigate sophisticated organizations, and manage ambiguity.
• Undergraduate degree or equivalent experience; or equivalent combination of training and experience.
• This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). In particular the 6 & 63 will be required.
• Remote-based role: one must reside on the West Coast to be considered.
• Travel requirement: 25–50%

Preferred Qualifications

• Existing recordkeeping client relationships and connectivity in the assigned region.
• Investment competence.

Compensation & Benefits

• Salary range: $85,000.00 - $150,000.00

Location

• Remote based, with requirement to reside on the West Coast.
• Travel: 25–50%