Job Description

Relationship Manager – Operations

Description:

Strategic Retirement Partners (SRP) is a nationwide independent retirement plan consulting firm that advises employers and plan fiduciaries in the understanding and fulfilment of their responsibilities to the plan, participating employees, and beneficiaries. We currently consult on over 800 retirement plans representing more than $14.8 billion dollars of retirement savings belonging to tens of thousands of employees. It’s a huge responsibility – one that we wake to every day with a renewed and unparalleled commitment to excellence, supported by the latest technology, deep research capabilities, operational efficiencies and a craftsman-like focus on detail.

The Relationship Managers are responsible for supporting the Managing Director and Plan Sponsors with the administration and operation of the retirement plan, including plan governance and plan compliance.

DUTIES AND RESPONSIBILITIES:

·       Coordinate quarterly service plan calendar,

·       Preparation and follow through for retirement plan investment committee meetings,

·       Assist in managing fiduciary compliance,

·       Manage the installation and conversion process for recordkeeper changes,

·       Proactively servicing and following-up on day-to-day retirement plan client inquiries,

·       Supporting the team in delivering outstanding client service to promote client retention,

·       Internal Operations - Manage the technology infrastructure, broker-dealer compliance, and overall productivity of the office.

SKILLS REQUIRED:

Organization, attention to detail, ability to keep multiple tasks and projects moving simultaneously, and a demonstrated ability to write, think and communicate clearly.  Familiar with Microsoft suite of applications and the ability to quickly learn new applications.

COMPENSATION AND BENEFITS:

This is a salaried position offering 17 days of personal time off, paid holidays, 401(k) plan with matching contribution, company-paid individual health, life and disability insurance. Salary is commensurate with experience. 

CONTACT:

Carin M Hansen

Director, Operations

carinh@srpretire.com