Apply on Employer Site

PCS Retirement · 18 hours ago

Director of Relationship Management

United States

Full-time

Remote

Mid, Senior Level

$92K/yr - $120K/yr

5+ years exp

PCS Retirement is a company focused on providing plan document, compliance, consulting, and government reporting services to clients in the retirement plan industry. As Director of Relationship Management, you will support and strengthen relationships with retirement plan clients, manage client accounts, and oversee a team of Relationship Managers to ensure high-quality service delivery and strategic guidance.

ConsultingFinanceFinancial ServicesRetirement

Responsibilities

Supervise and support a team of Relationship Managers, including onboarding, coaching, and performance feedback

Set team goals and service benchmarks in alignment with department objectives

Monitor responsiveness and ensure timely resolutions across all client interactions and service requests

Create processes and procedures for efficient work completion and ongoing monitoring of team performance

Identify and distribute client assignments, including identification of strategic accounts, while matching specific skills requirements with client needs to optimize service delivery and relationship outcomes

Lead client meetings, plan reviews, and fiduciary discussions focused on plan health and participant engagement

Partner with internal teams - Compliance, Operations, Plan Consulting, and Sales - to ensure seamless client service

Act as a client advocate, helping resolve service issues and escalate concerns when needed

Help deliver data-driven insights and recommendations that enhance client outcomes

Contribute to the development and refinement of team workflows, tools, and escalation processes

Promote a culture of accountability, collaboration, and continuous improvement within the team

Qualification

Retirement plan knowledgeClient management experienceSupervisory experienceCRM systems experienceCommunication skillsService excellence commitmentProfessional development supportData-driven insightsProcess improvementFiduciary standards knowledgeRetirement plan compliance knowledgeMicrosoft Office SuiteInterpersonal skillsMentoring experienceAdaptabilityTeam collaborationLong-term relationship building

Required

5–7+ years of experience in relationship or client management within the retirement plan or financial services industry

2–3 years of experience in a supervisory or team lead role

Solid understanding of qualified retirement plans (401(k), 403(b), 457, DB, etc.)

Strong communication and interpersonal skills with the ability to lead client conversations

Experience mentoring team members and supporting professional development

Working knowledge of retirement plan compliance, ERISA, and fiduciary standards

Ability to manage multiple priorities and adapt to changing client needs

Commitment to service excellence and long-term client relationship building

Experience with CRM systems (e.g., Salesforce) and Microsoft Office Suite

Bachelor's degree required; industry credentials such as QKA, QPA, or AIF are a plus

Benefits

401(k) match

Medical

Dental

Vision

Life insurance

Short and long term disability

Paid-time off

Company

PCS Retirement

Professional Capital Services is an independent provider of retirement plan solutions.

Founded in 2001

Philadelphia, Pennsylvania, USA

201-500 employees

https://www.pcsretirement.com/

Funding

Current Stage

Growth Stage

Total Funding

unknown

Key Investors

LLR Partners

2024-03-04Acquired

2017-10-31Private Equity

Leadership Team

Michael Coluzzi

President and Chief Financial Officer

Recent News

Business Wire

AssetMark Expands National RIA Footprint with Acquisition of Efficient Advisors, LLC

2025-11-01

PRWeb

PCS Selects iJoin to Expand Advisor Access to AMA and Income Solutions

2025-03-19

PR Newswire

PCS Strengthens Leadership Team with New Head of Product

2025-02-19

Company data provided by crunchbase