PCS Retirement

Director of Relationship Management

PCS Retirement

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $92,000 - $120,000 per year

Job Level

Lead

About the role

  • Supervise and support a team of Relationship Managers, including onboarding, coaching, and performance feedback
  • Set team goals and service benchmarks in alignment with department objectives
  • Monitor responsiveness and ensure timely resolutions across all client interactions and service requests
  • Create processes and procedures for efficient work completion and ongoing monitoring of team performance
  • Identify and distribute client assignments, including identification of strategic accounts, while matching specific skills requirements with client needs to optimize service delivery and relationship outcomes
  • Lead client meetings, plan reviews, and fiduciary discussions focused on plan health and participant engagement
  • Partner with internal teams - Compliance, Operations, Plan Consulting, and Sales - to ensure seamless client service
  • Act as a client advocate, helping resolve service issues and escalate concerns when needed
  • Help deliver data-driven insights and recommendations that enhance client outcomes
  • Contribute to the development and refinement of team workflows, tools, and escalation processes
  • Promote a culture of accountability, collaboration, and continuous improvement within the team

Requirements

  • 5–7+ years of experience in relationship or client management within the retirement plan or financial services industry
  • 2–3 years of experience in a supervisory or team lead role
  • Solid understanding of qualified retirement plans (401(k), 403(b), 457, DB, etc.)
  • Strong communication and interpersonal skills with the ability to lead client conversations
  • Experience mentoring team members and supporting professional development
  • Working knowledge of retirement plan compliance, ERISA, and fiduciary standards
  • Ability to manage multiple priorities and adapt to changing client needs
  • Commitment to service excellence and long-term client relationship building
  • Experience with CRM systems (e.g., Salesforce) and Microsoft Office Suite
  • Bachelor’s degree required; industry credentials such as QKA, QPA, or AIF are a plus.
Benefits
  • 401(k) match
  • medical
  • dental
  • vision
  • life insurance
  • short and long term disability
  • paid-time off
Applicant Tracking System Keywords

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

Hard Skills & Tools
relationship managementclient managementsupervisory experiencequalified retirement plansretirement plan complianceERISAfiduciary standardsdata-driven insightsperformance feedbackservice benchmarks
Soft Skills
communication skillsinterpersonal skillsleadershipmentoringprofessional developmentadaptabilityservice excellenceaccountabilitycollaborationcontinuous improvement
Certifications
Bachelor's degreeQKAQPAAIF