Position Objective

The primary responsibility of the Relationship Manager is to oversee and provide advisory services to assigned Retirement Plan Clients. Relationship Managers are measured based on their ability to maintain a high level of client satisfaction and retention. Services provided include fiduciary and non-fiduciary services based on the Retirement Plan Advisory Agreement for each client. Service includes but not limited to; Investment Advisory Services [Fiduciary], assistance with Plan Governance and committee education, assistance with Plan Fiduciaries vendor management (Service Provider Selection/Review), Investment education for Plan fiduciaries, and Employee education and communication.

Typical Duties and Responsibilities

Assistance with Plan Governance and Committee education:

· Determining Plan Objectives and Options Available Through the Plan

· Reviewing Retirement Plan Committee Structure and Requirements

· Reviewing Participant Education and Communication Strategy, Including ERISA 404(c) Requirements

· Coordinating and Reconciling Participant Disclosures under ERISA Rule 404(a)

· Developing Requirements for Responding to Participant Requests for Additional Information

· Developing and Maintaining a Fiduciary Audit File

· Attending Periodic Meetings with Plan Committee

Assistance with Plan Fiduciaries’ Vendor Management (Service Provider Selection/Review):

· Reviewing Fees and Services

· Providing Periodic Benchmarking of Fees and Services to Assist Review for Reasonableness

· Reviewing ERISA Spending Accounts or Plan Expense Recapture Accounts (PERAs)

· Generating and Evaluating Service Provider Requests for Proposals (RFPs) and/or Requests for Information (RFIs)

o Support with Contract Negotiations

· Service Provider Transition and/or Plan Conversion

Investment Education for Plan Fiduciaries:

· Investment Policy Statements

· Assessment of Overall Investment Structure of Plan (i.e., types and number of asset classes, model portfolios, etc.)

o Review of the Plan’s Investment Options

o Review of Qualified Designated Investment Alternatives (QDIA)

Employee Investment Education and Communication:

· Providing Group Enrollment and Investment Education Meetings

· Supporting Individual Participant Questions

· Providing Periodic Updates, Upon Request or Newsletter

· Assisting Participants with Retirement Readiness

Job Qualifications

· Bachelor's Degree from accredited university.

· Series 65 preferred.

· At least 3-5 years’ experience in the Retirement Plan industry is preferred.

· Previous experience as a Relationship Manager is preferred.

· Proven verbal, written communication and interpersonal skills.

· Superb computer skills, including facility with Microsoft Office Suite (Word, PowerPoint, Excel, etc.).

· Detail oriented, organized, and able to multitask.

· Comfortable working with all levels of management.

About Pensionmark Financial Group

Pensionmark Financial Group is a nationally recognized financial services firm dedicated to providing the industry’s premier independent retirement plan and investment advisory services to employers, executives, and individual investors.

Top-Tier Benefits

Pensionmark Financial Group offers a wide range of benefits including a safe harbor retirement plan, health, dental, vision, and a variable pay/bonus program.

Stimulating Environment

We strive to provide a challenging, stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients in an atmosphere where individuals are treated fairly, where professional growth is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment with regular perks such as group meals and onsite or offsite team-building.

Team-Oriented

Professionals typically work together in teams with multiple people from different departments to meet our clients’ needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm.

Note- Employment agreement would be with Ridge Retirement Consultants LLC d.b.a. Pensionmark

Pensionmark, A World Company

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Relationship Manager