Relationship Manager I

MAP Retirement

. Serve as the primary contact for a designated group of retirement plan clients and their financial advisors .

Posted 10/16/2026full-timeRemote • United StatesJunior💰 $46,000 - $70,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in retirement plan administration, including compliance tracking, client communication, and collaboration with financial advisors and internal teams. Proficient in managing multiple priorities while maintaining high attention to detail and problem-solving capabilities.

Highest-signal resume keywords

Retirement Plan AdministrationClient ServicesPensionProCompliance TrackingStrong Communication Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Plan Compliance ManagementCensus Requests PreparationContribution SummariesRefund Forms PreparationForce-Out AssistanceRecordkeeper DisclosuresDistributions SupportPlan TransitionsDeadline ManagementProblem-Solving

Soft Skills

Interpersonal SkillsAttention to DetailAbility to Juggle Multiple PrioritiesCollaborationAdaptability in Fast-Paced Environment

Tools & Technologies

PensionProFTW

Industry Keywords

ERISA ComplianceRetirement PlansClient Records ManagementBilling CoordinationPlan Terminations

About the role

Key responsibilities & impact

Serve as the primary contact for a designated group of retirement plan clients and their financial advisors
Respond to requests quickly and resolve issues proactively
Partner with Plan Consultants when compliance questions require deeper ERISA expertise
Track and manage deadlines for annual plan compliance
Prepare census requests, contribution summaries, and refund forms
Identify and communicate late deposits and minimum distribution obligations
Assist with force-outs, annual notices, and recordkeeper disclosures
Support distributions, corrections, and plan transitions
Collaborate with actuaries, plan consultants, and internal teams on plan design questions
Maintain accurate client records in PensionPro
Update internal workflow systems to reflect client activity
Coordinate with Finance on billing and receivables
Support onboarding, conversions, and plan terminations

Requirements

What you’ll need

1–3 years of experience in retirement plan administration or client services
Strong communication and interpersonal skills
Ability to juggle multiple priorities and deadlines without dropping the ball
High attention to detail and a problem-solving mindset
Comfortable in a fast-paced, collaborative environment
Familiarity with PensionPro or FTW is preferred

Benefits

Comp & perks

Medical, Dental & Vision — we cover 80% for employees, 50% for dependents
401(k) with safe harbor contributions
Generous open PTO policy
Life insurance
FSA & HSA
Ongoing industry training and professional development
A team that genuinely likes working together