Relationship Manager, 3(16) Fiduciary Services, (TFG)
Hybrid
Core
Primary point of contact for a portfolio of 75–100 retirement plans, ensuring delegated fiduciary responsibilities are carried out accurately and in compliance with ERISA requirements.
Role type
Senior IC relationship manager (retirement plan fiduciary services)
Builds
Single-employer and Pooled Employer Plan (PEP) retirement solutions
Domain
Financial services / Retirement plan administration
Deliverable
client delivery
Required skills
ERISA compliance, retirement plan operations, fiduciary governance, client relationship management, data coordination, audit support, recordkeeping management, Microsoft Excel proficiency, regulatory filings
Preferred skills
Third-Party Administrator (TPA) experience, experience with PensionPro/FT William/Empower/Voya platforms