DWC - The 401(k) Experts · 8 hours ago
Director of Relationship Management
United States
Full-time
Remote
Mid, Senior Level
$92K/yr - $120K/yr
5+ years expDWC - The 401(k) Experts is a subsidiary of FSG Parent L.P. that provides plan document, compliance, consulting, and government reporting services to clients across the United States. The Director of Relationship Management will oversee a portfolio of client accounts, ensuring high-quality service delivery and strategic guidance while managing a team of Relationship Managers to enhance client success.
ConsultingFinancial ServicesLegalProfessional Services
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
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
DWC - The 401(k) Experts
DWC - The 401(k) Experts offers third party plan administration, compliance and consulting services for qualified retirement plans.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Keith Clark
Managing Partner
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