Relationship Manager, 3(16) Fiduciary Services, (TFG)

The role

The Relationship Manager serves as the primary point of contact for a portfolio of 75–100 retirement plans. This role manages delegated fiduciary responsibilities and ensures compliance with ERISA requirements.

What you will do

• Serve as the primary relationship manager for a portfolio of 75–100 retirement plans providing 3(16) fiduciary services.
• Manage delegated fiduciary responsibilities including contribution monitoring, participant notice delivery, and ongoing compliance activities.
• Lead and participate in regular fiduciary governance meetings with plan sponsors and financial advisors.
• Partner with internal service teams to ensure timely execution of fiduciary responsibilities and client deliverables.
• Maintain plan documentation, eligibility records, contribution files, and participant notices within PensionPro.
• Assist with retirement plan transitions, mergers, and terminations.
• Support annual plan audits by gathering documentation and responding to auditor requests.
• Maintain participant and plan information with recordkeepers.
• Respond promptly to client and participant inquiries.
• Build trusted relationships with clients through proactive communication.

Required qualifications

• Bachelor's degree in Business, Finance, Accounting, or a related field.
• 5–7+ years of experience in qualified retirement plan administration, compliance, relationship management, or fiduciary services.
• Experience managing a portfolio of retirement plans or client relationships in a high-volume environment.
• Strong knowledge of retirement plan operations, including eligibility, contributions, loans, distributions, compliance testing, and regulatory filings.
• Experience using PensionPro, FT William, Empower, Voya, or similar retirement industry platforms.
• Strong proficiency in Microsoft Excel and retirement plan reporting.
• Excellent verbal and written communication skills.
• Exceptional organizational skills with strong attention to detail.
• A collaborative mindset and a commitment to delivering outstanding client service.

Nice to have

• Previous experience working for a Third-Party Administrator (TPA), recordkeeper, or retirement services organization

Benefits

• Flexible Workplace – Hybrid and remote options available for many roles.
• Flexible PTO – Competitive paid time off, including flexible & unlimited options.
• Inclusive Environment – A culture that values diversity, collaboration, and respect.
• Growth Opportunities – Support for ongoing learning and career development.
• Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
• Workplace Perks – Incentive bonus programs, flexible hours, & more.

About the company

Strongpoint Partners is a tech-enabled retirement services platform. The Finway Group is a national retirement plan services firm and an operating partner of Strongpoint Partners.