Relationship Manager II

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🕒 Junho 2

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MAP Retirement

SiteLinkedInTodas as Vagas

51 - 200 funcionários

Fundada em 1997

💼 Consultoria

💸 Finanças

📋 Conformidade

Consulting • Finance • Compliance

A MAP Retirement é uma empresa de administração de planos de aposentadoria e serviços fiduciários que faz parcerias com proprietários de empresas e consultores financeiros para projetar, administrar e garantir a conformidade de planos de aposentadoria patrocinados pelo empregador (como planos 401(k) Safe Harbor). Eles oferecem administração de planos, revisões de conformidade, suporte fiduciário (incluindo atuação como fiduciário 3(16)) e opções de serviço em camadas, desde orientação até gestão completa do plano, além de suporte de folha de pagamento/RH e coordenação com provedores de registros e parceiros de investimento. Seus serviços se concentram em minimizar riscos, reduzir a carga administrativa e melhorar os resultados dos planos para empregadores e empregados.

Descrição

• You’re the primary contact for a book of retirement plan clients and their financial advisors. • Own the relationship for your assigned clients and advisors — their first call is to you. • Lead consultation calls with clients, auditors, and advisors on complex plan matters. • Provide technical and compliance guidance with confidence and clarity. • Resolve issues proactively — and when ERISA expertise is needed, bring in Plan Consultants as a strategic partner. • Manage all deliverables and deadlines for annual plan compliance across a dynamic book of business. • Prepare census requests, contribution summaries, and refund forms. • Identify and communicate late deposits and minimum distribution obligations. • Oversee annual projects — force-outs, annual notices, recordkeeper disclosures. • Handle distributions, corrections, and complex plan transitions. • Collaborate with actuaries, plan consultants, and internal teams on plan design and compliance questions. • Serve as a go-to resource, coach, and trainer for Relationship Manager I team members. • Step in for the team lead when needed, keeping operations moving and decisions sound. • Actively participate in cross-functional meetings and firm-wide initiatives. • Maintain accurate, up-to-date client records in PensionPro. • Update internal workflow systems to reflect client activity. • Coordinate with Finance on billing and receivables. • Support onboarding, conversions, and full-cycle plan terminations.

🎯 Requisitos

• 3+ years of experience in retirement plan administration or client services • Strong working knowledge of defined contribution plan compliance — ERISA, DOL, and IRS requirements • Proficiency in retirement plan platforms such as PensionPro, Datair, FTW, or ASC • Exceptional communication skills — with clients, advisors, auditors, and colleagues • The ability to manage a complex, fast-moving book of business without losing the details • A collaborative mindset and a genuine interest in helping others grow.

🏖️ Benefícios

• Medical, Dental & Vision — we cover 80% for employees, 50% for dependents • 401(k) with safe harbor contributions • Generous open PTO policy • Life insurance, FSA & HSA • Ongoing industry training and professional development • A team that genuinely likes working together