Retirement Plan Relationship Manager

18 hours ago


West Jordan, Utah, United States National Benefit Services Full time

Senior Relationship Manager, MEP PEP, ERISA

As a Senior Relationship Manager at National Benefit Services, you will play a vital role in ensuring the smooth operation of retirement plans. Your primary responsibility will be to build and maintain strong relationships with plan sponsors, advisors, and investment providers.

We are looking for an experienced professional who can demonstrate exceptional customer service skills, knowledge of ERISA regulations, and a strong understanding of retirement plans. The ideal candidate will have a Bachelor's degree or equivalent work experience and a minimum of 1 year of experience in retirement plan administration. A QPA Credential is highly desirable.

This is a salaried position that requires regular business hours from Monday to Friday, 8:00 am to 5:00 pm. We offer a competitive salary range between $65,000 and $85,000 annually, depending on experience.

Key Responsibilities:
  • Build and Maintain Relationships: Develop and maintain effective relationships with plan sponsors, advisors, and investment providers to ensure their needs are met.
  • Compliance Tasks: Oversee various compliance tasks related to ERISA retirement plans, including monitoring documents for adherence to applicable rules and regulations.
  • Customer Support: Provide exceptional customer support to plan sponsors, advisors, and participants by addressing their concerns and resolving issues in a timely manner.
  • Plan Coordination: Coordinate the needs of investment providers, plan sponsors, participants, and advisors to ensure timely and accurate completion and responses.

This role offers opportunities for growth and development, with extensive knowledge of retirement plans gained through certification within 1 year of accepting this position. If you are a motivated individual with excellent communication skills, we encourage you to apply.



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