Relationship Manager - Defined Benefits Focus

Do you want to utilize your skills for building and fostering relationships? Do you have technical expertise with retirement plans? Do you want to work for a growing company in an expanding business market?  Are you effective at communicating, building relationships, and presenting technical information? Then we want to talk to you!

Who We Are:

Trinity Pension Consultants, Inc. is a leading regional, independent, and non-producing Third-Party Administration firm located in Akron, Ohio who currently has sales territories throughout the Mid-West. Trinity collaborates with retirement plan sponsors and their associated financial professionals in delivering a highly effective administration and compliance solution for their employer sponsored retirement plan.

What Our Relationship Managers are responsible for:

OperationsResponsibilities

·         Proactivelyandsystematicallyfollowuponallitemsnecessarytocompleteannualadministrationandcompliance testing.

·         ProactivelyparticipateandassistwithonboardingTrinitynewclients.

·         Logallemail,phoneandmeetingactivities.

·         Proactively track and monitor all conversion events, administration and compliance events, and client communications effectively           managing your dashboard.

·         Identifyandenforceallspecialbillingopportunities.

·         DocumentinPensionProallSponsorandAdvisorinteractions(meetingminutenotesandcomplianceactivity)

RelationshipManagementResponsibilities

·         CollaboratewithotherdepartmentsindeliveringTrinity’sreportsandanticipatingtheclient’squestions.

·         Makeregularoutgoing,proactivephonecallstocustomers.

·         Explain, in a clear manner, to Plan Sponsors and Financial Advisors the various aspects of Defined Benefit administration, including, but not limited to:

·         ProactivelycollaboratewithRVP’saboutinternalsalesopportunities.

·         ResolveconflictsanddisputeswithTrinityserviceswithSponsorsandAdvisors.

·         Attendandparticipateindepartmentalandcorporatemeetings.

·         AssistotherTeamMembersinresolvingquestions,disputesandconflicts.

·         Schedule,draft,andreviewcommunicationandcorrespondencetoclients.

ConsultingResponsibilities

·         Anticipateclientquestions,problemsandworktowardsolutionsthataretechnicallyclearandaccurate.

·         Beabletoread,understandandinterpretclientreports.

·         AssisttheDocumentSpecialistinthepreparationandcompletionofplandocuments.

·         Communicatecomplexpensionconceptsinasimplemanner.

·         ScrubbookofbusinessforinternalsalesopportunitiesandcollaboratewithRVP.

·         ManageClientexpectationsrelativetoTrinityServiceStandards.

·         ResolveconflictsanddisputeswithrespecttoClientexpectationsandoutcomes.

·         ParticipateinSalesMeetingsasneeded.

·         Stayabreastofindustrytrends,marketandcompetitors.

·         Otherdutiesasassigned.

Requirements

• Residence in geographic area of assigned location.
  
• 3-5 years experience in the Retirement Plan Industry required. 
  
• Strong communication skills (written and verbal).
  
• Ability to manage office functions efficiently, organize work, establish priorities and maintain good interpersonal relations.
  
• Demonstrated attention to detail; multi-tasking and prioritizing skills.
  
• Demonstrated high-level client service skills.
  
• ASPPA QKA designation required or willing to attain; maintain ASPPA membership.
  
• Proficient with MS Office (Word, Excel, Outlook).
  
• Highly motivated self-starter with good problem-solving skills and the ability to work independently.
  
• Overall comprehensive understanding of business processes.
  
• Minimum of 40 work hours per week.
  
  

Benefits

In return, Trinity Pension Consultants offers:

• Salary dependent on experience
  
• Paid Time Off (PTO)
  
• 401(k) retirement plan
  
• Medical, Dental, Vision, H.S.A. effective Day 1
  
• Life Insurance, LTD, STD
  
• PTO Purchase
  
• Summer Fridays
  

If you feel like you are the right candidate for this job, just click on the apply button. Our quick application should take you about 5 minutes to fill out and your information will be sent to our hiring team.

All qualified applicants will receive consideration for employment without regard to race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.

Currently, we are not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role. 

This job description is not all inclusive.