Relationship Manager I

Description

Is this you?

You’re someone who genuinely likes working with people — not just checking tasks off a list, but actually helping clients feel confident and taken care of. You’re organized, curious about how things work, and you like the idea of building real expertise in a field that matters: helping businesses offer retirement benefits that change people’s lives.

You don’t need to know everything about ERISA on day one. You need to be a clear communicator, a careful thinker, and someone who shows up for both clients and teammates. We’ll invest in the rest.

What you’ll do here

As a Relationship Manager I, you’ll be the primary contact for a designated group of retirement plan clients and their financial advisors. That means you’re the person they trust — and we take that seriously.

Client relationships

Serve as the go-to contact for your clients and their advisors — by phone, email, and regular check-ins

Respond to requests quickly and resolve issues proactively, before they become problems

Partner with our Plan Consultants when compliance questions require deeper ERISA expertise

Plan administration & compliance

Track and manage deadlines for annual plan compliance across your book of business

Prepare census requests, contribution summaries, and refund forms

Identify and communicate late deposits and minimum distribution obligations

Assist with annual projects — force-outs, annual notices, recordkeeper disclosures

Support distributions, corrections, and plan transitions

Collaborate with actuaries, plan consultants, and internal teams on plan design questions

Systems & data

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

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

Why MAP?

MAP Retirement is one of the few truly national TPAs in the country. While most of our competitors are local or regional, we support nearly 10,400 retirement plans and more than 6,500 businesses nationwide — and we’re still growing. That scale means real career opportunity, not just a job.

But here’s what actually makes us different: we are a people-first organization. We invest in continuous training and professional development because we know that’s how great careers — and great companies — are built. We are technology-forward, but we are people-fueled.

Benefits

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

Salary range: $46,000 - $70,000 annually. Compensation is commensurate with experience.

Ready to build something here? Click apply below and include your salary expectations — we’d love to hear from you.

MAP Retirement is an equal opportunity employer. We are committed to a diverse and inclusive workplace and consider all qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, disability, or criminal record.