Key Responsibilities
* Act as the primary relationship manager for a portfolio of 20 to 30 mid-market retirement plan clients (e.g., 401(k), 403(b), 457 plans).
* Proactively manage client needs, anticipate issues, and deliver timely, effective solutions.
* Partner with advisors, analysts, and compliance to ensure seamless service delivery.
* Educate clients on regulatory requirements (ERISA, DOL, IRS) and support plan compliance efforts
Qualifications
* Education: Bachelor"s in business, finance, economics, or related field (or equivalent experience).
* Experience: 3+ years in retirement plan services, relationship management, or financial services.
* Client leadership: Comfortable leading sponsor conversations on fees, fiduciary responsibilities, and plan design changes.
* Execution and professionalism: Proven ability to manage multiple client relationships and competing priorities with high attention to detail and a client-first mindset.
Preferred Credentials
* Retirement-focused designations such as AIF, QKA, or CRPS are preferred.
* Series 6 or 7 and associated state licenses (Series 63, 65, or 66) are not required but considered a strong plus.S
Synerfac Technical Staffing