Relationship Manager – Qualified Plans

Ascensus

. Provide proactive service and communications to retirement plan clients .

Posted 10/9/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Retirement Services, particularly in 401(k), 403(b), and IRA plan administration, while providing exceptional client service and communication. Proficient in managing compliance testing and delivering web-based demonstrations to clients and financial advisors.

Highest-signal resume keywords

Retirement Services ExperienceClient Relationship ManagementMS Office ProficiencyPlan Compliance TestingEffective Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Retirement Plan Administration401(k) Management403(b) ManagementIRA ManagementPlan Document InterpretationCalculations and ReportingWeb-Based Application SupportPayroll Item ManagementCompliance Testing CoordinationSales Presentation Participation

Soft Skills

Proactive ServiceTime ManagementOrganizational SkillsWritten CommunicationVerbal Communication

Certifications & Qualifications

ASPPACEBS

About the role

Key responsibilities & impact

Provide proactive service and communications to retirement plan clients
Support clients through phone, letters, and email to resolve requests quickly
Act proactively with assigned clients and advisors to support retention and develop positive relationships
Interpret plan documents for client plan administration
Provide calculations and amounts to plan sponsors, communicate fund actions, answer inquiries, research and resolve issues, provide legal updates, and respond to specialized report requests
Assist plan sponsors and intermediaries with web-based applications and deliver web demonstrations for financial advisors and plan sponsors
Work with clients to correct and fund payroll items and manage distribution requests
Coordinate plan compliance testing with the compliance team
Participate in sales final presentations and promote cross-sell opportunities as needed

Requirements

What you’ll need

Bachelor’s degree in a business-related field or combination of education and industry experience
3–5 years of total experience in Retirement Services, with emphasis in the daily 401(k), 403(b), or IRA areas
Strong MS Office skills with an emphasis in Excel
Excellent written and verbal communication skills
Effective time management and organizational skills
10% travel
ASPPA or CEBS preferred but not required

Benefits

Comp & perks

Remote work arrangement
Ascensus will never ask candidates for payment or require them to purchase equipment