Director, Relationship Management

🔥 4 minutes ago

🇺🇸 United States – Remote

💵 $108k - $140k / year

⏰ Full Time

🔴 Lead

👔 Director

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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PCS Retirement

WebsiteLinkedInAll Job Openings

201 - 500 employees

💸 Finance

🤝 B2B

Finance • B2B

PCS Retirement is a leading provider of modern, simplified retirement plan solutions, serving a broad range of clients including individual savers, employers, third-party administrators (TPAs), financial advisors, and institutions. The company is among the fastest growing retirement plan providers in the nation, offering a conflict-free experience with customizable and flexible solutions. PCS Retirement focuses on elevating retirement plan businesses and providing seamless support with 360 payroll integration and 24/7 service.

📋 Description

• Supervise and support a team of Relationship Managers, including onboarding, coaching, and performance feedback • Set team goals and service benchmarks aligned with department objectives • Monitor responsiveness and ensure timely resolutions across client interactions and service requests • Create processes and procedures for efficient work completion and ongoing monitoring of team performance • Identify and distribute client assignments, including strategic accounts, matching skills with client needs • Lead client meetings, plan reviews, and fiduciary discussions focused on plan health and participant engagement • Partner with Compliance, Operations, Plan Consulting, and Sales teams to ensure seamless client service • Act as a client advocate by resolving service issues and escalating concerns when needed • Help deliver data-driven insights and recommendations that enhance client outcomes • Contribute to team workflows, tools, and escalation processes • Promote accountability, collaboration, and continuous improvement within the team

🎯 Requirements

• 5–7+ years of experience in relationship or client management within the retirement plan or financial services industry • 2–3 years of experience in a supervisory or team lead role • Solid understanding of qualified retirement plans (401(k), 403(b), 457, DB, etc.) • Strong communication and interpersonal skills with the ability to lead client conversations • Experience mentoring team members and supporting professional development • Working knowledge of retirement plan compliance, ERISA, and fiduciary standards • Ability to manage multiple priorities and adapt to changing client needs • Commitment to service excellence and long-term client relationship building • Experience with CRM systems (e.g., Salesforce) and Microsoft Office Suite • Bachelor’s degree required • Industry credentials such as QKA, QPA, or AIF are a plus

🏖️ Benefits

• 401(k) match • Medical insurance • Dental insurance • Vision insurance • Life insurance • Short-term disability • Long-term disability • Paid time off • Reasonable accommodation for individuals with disabilities • Uninterrupted virtual workspace requirement for remote work • Family care expected during business hours for remote work • Internet work speed requirement of 50 MBps or better