Relationship Manager – NWPS

Job Description Summary

Manage relationships with accounts in order to maximize account profitability and expand revenue.

Job Description

Job Summary

The Relationship Manager – NWPS, under limited supervision, will use specialized knowledge and skill obtained through experience, specialized training or certification to support and serve as a resource for internal plan Consultants as well as external clients regarding all aspects of retirement plans, including complex plan design, compliance testing, plan operations, client relationship management, and review of client deliverables.

Essential Duties and Responsibilities

• Consult and advise on and create complex plan design
• Mentor Senior Consultants
• Support consultants and provide guidance on complex issues
• Participant in internal Consultant training program
• Monitor and review client deliverables for accuracy and quality
• Attend client meetings
• Superior client relationship management skills to ensure high quality deliverables
• Schedule periodic check-ins with clients to ensure satisfaction
• Regularly lead projects of critical importance, often with organization-wide impact
• Monitor retirement plan related legislation and IRS and DOL rules and regulations, and draft both internal and external summary communications
• Function as an additional point of contact for clients and advisors and be an escalation point for client issues
• Anticipate client needs and formulate solutions to client issues
• Draft and review plan documents
• Manage own personal and professional development; seek opportunities for professional growth and expansion of consulting skills and experiences
• Participate in client sales presentations

Knowledge of

• Deep knowledge of retirement plan related IRS and DOL Code and Regulations
• Extensive experience with all types of retirement plans, including profit sharing, money purchase pension, 401(k), 403(b), 457(b), 457(f), tribal, governmental, cash balance and other defined benefit plans, and non-qualified deferred compensation plans
• Superior understanding of IRS controlled group and affiliated service group rules
• Expert knowledge of compliance testing, including coverage, nondiscrimination (e.g., ADP, ACP, rate group testing, benefits rights and features), top heavy determination, etc.
• Strong working knowledge of trust accounting
• Operating standard office equipment and using required software applications, including Microsoft Office and Salesforce

Skill in

• Problem solving including the ability to independently research and determine strategies to solve client needs
• Performing complex compliance testing and discussing complex plan design solutions with both internal and external clients
• Providing customer service
• Communicating effectively, both orally and in writing
• Operating recordkeeping systems include Relius and Omni
• Using ftwilliam software to create plan documents and governmental forms (e.g., 5500, 8955-SSA, 1099s, etc.)

Ability to

• Creatively solve problems
• Interact with senior and C-level management
• Prioritize, work independently and drive tasks to completion
• Lead project teams and function with multiple tasks and deadlines concurrently
• Handle multiple ongoing projects

education/Previous Experience

• Bachelor’s degree, preferable in Mathematics, Actuarial Sciences or Business Administration;
• 10+ years of experience in the retirement field including consulting with clients
• ERISA legal experience preferable

Licenses/Certifications

• QKA or QPA designation

Travel Required:

• Yes, sales presentations and client meetings as needed
• SIE not required***

Education

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance

Work Experience

General Experience – 3 to 6 years

Certifications

Securities Industry Essentials Exam (SIE) – Financial Industry Regulatory Authority (FINRA)

Salary Range

$100,000.00-$125,000.00

Travel

Less than 25%

Workstyle

Hybrid

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm’s core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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