Senior Relationship Manager

For our client, we are seeking a Senior Relationship Manager to join the team of a leader in the Finance & Insurance space.

This role will focus on building trusted relationships with institutional plan sponsors and guiding them through pension-related service delivery. You will serve as a key client-facing partner, helping ensure annual reviews, plan setup, and ongoing administration are handled smoothly and with a high level of customer service. The position also requires close collaboration with internal teams to tailor communications and support client engagement.

The ideal candidate will bring deep knowledge of qualified pension plans, strong consultative communication skills, and the ability to manage multiple client relationships independently. Success in this role will come from translating complex technical information into clear recommendations that support retention, satisfaction, and effective plan administration.

Location: Remote - US based candidates only, no visa sponsorship available

Compensation: $110,000 – $130,000 annually

Responsibilities

• Develop and sustain relationships with plan sponsors' executive and administrative teams
• Lead annual plan reviews, presenting key summaries and updates to clients
• Act as the primary presenter during finalist client presentations
• Facilitate plan setup and ensure ongoing administration support
• Deliver expert pension-related advice through clear communication with clients
• Collaborate with marketing to customize communications for optimal participant engagement
• Utilize modeling and statistics to create tailored solutions for clients

Qualifications

• Minimum 10 years of experience in benefits design, compliance, and implementation; credentials like CEBS or ASPA preferred
• Pension experience strongly preferred
• Bachelor's degree in Business, Finance, or a related field required
• Thorough knowledge of ERISA and legislative requirements for qualified pension plans is essential
• Proven track record of excellent customer service and high client retention rates
• Ability to manage multiple institutional client relationships independently and effectively
• Strong oral and written communication skills, especially in presenting complex information

Benefits

• Comprehensive medical, dental, and vision insurance plans, with mental health support available
• Generous 401(k) plan with a dollar-for-dollar match up to 6% and immediate company contributions
• Access to a confidential Employee Assistance Program for counseling and support
• 1:1 matching for charitable donations up to $5,000 annually
• 16 hours of Volunteer Time Off per year for community engagement activities
• Minimum of 24 Paid Time Off (PTO) days for personal and family needs

Our client is an equal opportunity employer. We encourage you to apply even if you don’t meet every qualification—your background could be exactly what this team needs.