Relationship Manager II

MAP Retirement

Relationship Manager II overseeing a dynamic book of retirement plan clients at MAP Retirement. Leading consultations and ensuring compliance with ERISA and IRS requirements.

Posted 6/2/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $46,000 - $70,000 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

retirement plan administrationdefined contribution plan complianceERISADOLIRS requirementscensus requestscontribution summariesdistributionsplan transitionsbilling and receivables

Soft Skills

communication skillsrelationship managementproblem-solvingcollaborationcoachingtrainingattention to detailproactive issue resolutionleadershipadaptability

Tools & Technologies

PensionProDatairFTWASCinternal workflow systemsclient records managementcross-functional meeting toolsfinancial softwarecompliance tracking systemsproject management tools

Industry Keywords

retirement plansclient servicescompliance guidanceauditorsactuariesplan designcomplex plan mattersannual plan complianceforce-outsrecordkeeper disclosures

About the role

Key responsibilities & impact

You’re the primary contact for a book of retirement plan clients and their financial advisors.
Own the relationship for your assigned clients and advisors — their first call is to you.
Lead consultation calls with clients, auditors, and advisors on complex plan matters.
Provide technical and compliance guidance with confidence and clarity.
Resolve issues proactively — and when ERISA expertise is needed, bring in Plan Consultants as a strategic partner.
Manage all deliverables and deadlines for annual plan compliance across a dynamic book of business.
Prepare census requests, contribution summaries, and refund forms.
Identify and communicate late deposits and minimum distribution obligations.
Oversee annual projects — force-outs, annual notices, recordkeeper disclosures.
Handle distributions, corrections, and complex plan transitions.
Collaborate with actuaries, plan consultants, and internal teams on plan design and compliance questions.
Serve as a go-to resource, coach, and trainer for Relationship Manager I team members.
Step in for the team lead when needed, keeping operations moving and decisions sound.
Actively participate in cross-functional meetings and firm-wide initiatives.
Maintain accurate, up-to-date client records in PensionPro.
Update internal workflow systems to reflect client activity.
Coordinate with Finance on billing and receivables.
Support onboarding, conversions, and full-cycle plan terminations.

Requirements

What you’ll need

3+ years of experience in retirement plan administration or client services
Strong working knowledge of defined contribution plan compliance — ERISA, DOL, and IRS requirements
Proficiency in retirement plan platforms such as PensionPro, Datair, FTW, or ASC
Exceptional communication skills — with clients, advisors, auditors, and colleagues
The ability to manage a complex, fast-moving book of business without losing the details
A collaborative mindset and a genuine interest in helping others grow.

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