Client Relationship Manager
Core
Manage employer-sponsored retirement plans (401(k), 403(b)) as the primary point of contact for plan sponsors, coordinating with vendors and internal teams to ensure service, compliance, and retention.
Role type
Senior Client Relationship Manager (Retirement Plans)
Builds
Ongoing service for assigned book of retirement plans, including onboarding, compliance, and vendor coordination
Domain
Financial Services / Retirement Planning / 401(k) & 403(b)
Deliverable
client delivery
Required skills
retirement plan administration, vendor management, plan design knowledge, compliance management, project coordination, fiduciary file management, stakeholder communication
Preferred skills
experience with SECURE 2.0 restatements, ADP/ACP testing, recordkeeper conversions, investment menu changes
Technologies
Microsoft Dynamics 365, 360/180 file feeds, FinPath by HUB
Responsibilities
Manage new client onboarding including BOR paperwork and investment policy adoption; Serve as primary contact for plan sponsors and resolve vendor issues; Coordinate quarterly/annual investment reviews and plan committee meetings; Maintain fiduciary files and compliance records; Manage plan amendments, restatements, and annual compliance cycles (ADP/ACP, Form 5500); Execute recordkeeper conversions and participant education; Implement investment lineup changes and fund replacements.
Seniority
Senior, hands-on IC