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MP: Wired for HR · 11 hours ago

Relationship Manager

Jacksonville, FL

Full-time

Hybrid

Mid, Senior Level

$90K/yr - $110K/yr

5+ years exp

MP: Wired for HR is focused on providing low-cost, globally diversified investments based on modern portfolio theory. The Relationship Manager will build and sustain strong connections with Plan Sponsors and Participants, offering tailored guidance on plan design, investment choices, and overall plan administration.

Cloud Data ServicesHuman ResourcesSoftware

Growth Opportunities

Responsibilities

Taking ownership for the on-going retention and success of a book of clients

The EXTERNAL focus of this position is ensuring a positive, service-oriented experience

The INTERNAL focus of this position is ensuring asset retention and growth

Working between the internal 'Compliance Team' and the 'Implementation Team' to meet client expectations

Assist with day-to-day questions (responding to calls/emails) that require Investment discussions or problem escalation

Weekly meeting with Consulting Director on Client

Provide Investment Advisory support to Participants and Plan Sponsors

Delivery of Annual Cycle communications (Fiduciary File/Projections, Annual Compliance Testing, and Form 5500)

Communicates with Clients and internal Plan Administrator Consultants on Plan objectives, involved with escalated issues and assisting with solutions

Set timeline for delivering solutions/results to Clients

Ensuring projects are completed and communicated to clients timely

Providing virtual and/or onsite employee education meetings/seminars

Schedule / Build / Lead Globally available webinars for Participants AND Plan Sponsors

Run Targeted SmartPlan Email Campaigns to drive deferral/participation growth/rollovers

Provide benchmarking/proposal generation support to sales (ONLY AS NEEDED)

Qualification

Retirement plan managementFINRA Series 65Communication skillsOrganizational skillsService-oriented

Required

5 years of experience with qualified retirement plan management

FINRA Series 65 or 7,66 license

Excellent verbal and communication skills required

Excellent Organization skills and attention-to-detail

Ability to resolve issues for Retirement Services clients (manages approx. 175 clients)

Service-oriented

Must have the ability to travel to client locations – approx. 5-10 trips a year

Preferred

Bachelor's degree

Benefits

Direct hire, with benefits

Company

MP: Wired for HR

MP: Wired for HR combines proven Human Capital Management (HCM) software with expert-driven HR services, professional talent acquisition, and white-glove support to help small and mid-sized companies optimize their HR function.

Founded in 2004

Beverly, Massachusetts, USA

51-200 employees