Pentegra Systems LLC: A Mechdyne Company · 1 day ago
Relationship Manager
White Plains, NY
Full-time
Remote
Mid, Senior Level
$90K/yr - $115K/yr
5+ years exp
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Responsibilities
Build and maintain strong relationships with senior management in the client’s organization to ensure retention of the business
Provide annual plan review meeting with clients to ensure plan is operating in good standing, preventing issues, recommending and implementing plan design enhancements, educating clients about what they have, why they have it and what else is available and update & upgrade client programs to include additional services offered by Pentegra while always striving to improve their plan performance.
Partner with internal associates looking out for the best interest of the client and providing expert problem resolution building trust, credibility and loyalty with clients & participants.
Assist Sales team - participating in prospect meetings and/or final presentations
Coordinates relationship management activities with the sales, marketing, legal, investments and other internal functional areas
Delivers accurate and complete results adhering to Pentegra’s internal controls
Review and interpret plan document provisions
Direct activities of Education Specialists
Explain annual compliance tests and Form 5500
Support of other functional areas (Client Transition, Compliance, etc)
Qualification
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Required
5-10 years of retirement plan related industry experience
Bachelor’s degree - preferably in business accounting or finance or equivalent education or work experience
Expertise in Defined Contribution and/or Defined Benefit plan consulting, recordkeeping and administration
Some travel – 20% to 40%
Excellent written, verbal, public speaking and presentation skills
Experience working with client senior management and Board members
Comfortable training clients and working through issues with clients and with advisors
Strong understanding of ERISA and industry related laws and regulations
Series 6 licensed required
Preferred
ASPPA or other industry specific designation preferred
Company
Pentegra Systems LLC: A Mechdyne Company
Pentegra Systems provides audio, video, data, security and telecom solutions in the Chicago area that focus on the convergence of IP-based technologies.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase
