Relationship Manager I

Job not on LinkedIn

🔥 52 minutes ago

🇺🇸 United States – Remote

💵 $46k - $70k / year

⏰ Full Time

🟢 Junior

💰 Account Manager

🚫👨‍🎓 No degree required

👻 Ghost score 1%

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Logo of MAP Retirement

MAP Retirement

51 - 200 employees

Founded 1997

💼 Consulting

💸 Finance

📋 Compliance

Consulting • Finance • Compliance

MAP Retirement is a retirement plan administration and fiduciary services firm that partners with business owners and financial advisors to design, administer, and ensure compliance for employer-sponsored retirement plans (such as 401(k) Safe Harbor plans). They provide plan administration, compliance reviews, fiduciary support (including acting as a 3(16) fiduciary), and tiered service options from guidance to full-service plan management, plus payroll/HR support and coordination with recordkeepers and investment partners. Their services focus on minimizing risk, reducing administrative burden, and improving plan outcomes for employers and employees.

📋 Description

• Serve as the primary contact for a designated group of retirement plan clients and their financial advisors • Respond to requests quickly and resolve issues proactively • Partner with Plan Consultants when compliance questions require deeper ERISA expertise • Track and manage deadlines for annual plan compliance • Prepare census requests, contribution summaries, and refund forms • Identify and communicate late deposits and minimum distribution obligations • Assist with force-outs, annual notices, and recordkeeper disclosures • Support distributions, corrections, and plan transitions • Collaborate with actuaries, plan consultants, and internal teams on plan design questions • Maintain accurate client records in PensionPro • Update internal workflow systems to reflect client activity • Coordinate with Finance on billing and receivables • Support onboarding, conversions, and plan terminations

🎯 Requirements

• 1–3 years of experience in retirement plan administration or client services • Strong communication and interpersonal skills • Ability to juggle multiple priorities and deadlines without dropping the ball • High attention to detail and a problem-solving mindset • Comfortable in a fast-paced, collaborative environment • Familiarity with PensionPro or FTW is preferred

🏖️ Benefits

• 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

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