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Relationship Manager - Retirement Plan Services
Location:
Columbus, OH
Description:
Serve First - Be Insightful - Guide Forward - Collaborate - Make it Happen _________________________________________________________________________________________________________________________ At Hamilton Capital, culture is the cornerstone of how we do business. We trust that an environment that encourages innovation, begins by ensuring employees are comfortable making decisions, taking risks, and being mistaken. We are only as good as those we are fortunate enough to work with, which means each individual must have the resources, support, and training needed to succeed. It is through prioritizing and investing in our people that we have been able to build a rare and exceptional team; a team that helps clients build great financial legacies, so that they too may pursue their dreams and influence the people and organizations they love. In return, we expect a lot out of our employees - but not in the way you might assume. We expect you to use your unique voice, talents, and experiences to master your craft. We expect that you will believe in our vision, serve others first, and commit to challenging yourself and those around you as we collectively strive for greatness. Your work here will have profound meaning and impact, not just on our clients, but on our team, and because we take our commitment to you very seriously, we have faith that you will do the same for Hamilton Capital. About the Position Hamilton Capital is growing and seeking a dynamic professional to add to our Retirement Plan Services Department. The Relationship Manager's primary responsibility is to deliver outstanding client service as a key contact for new and existing clients, and by facilitating retirement plan specific administration needs. This team member helps foster life-long relationships with clients through their genuine care, strong communication, and reliable, organized work. A successful Relationship Manager is driven by details, accuracy, and execution just as much as providing outstanding service to our clients. Position Benefits Supportive, innovative culture with an intentional focus on the success of every individual both personally and professionally Thought leadership and innovative thinking are valued and rewarded Excellent benefits, including a 401(k) Plan with employer contribution, PTO, paid parental leave and more Individual and Team Incentive Plans Investment management and financial planning services PRIMARY POSITION RESPONSIBILITIES Plan Onboarding Communication, and Relationship Management Main point of contact for plan sponsors and plan participants for assigned plan relationships. Partners with financial advisors, plan sponsors and strategic partners on annual plan reviews, participant education, issue resolution, participant services and all other plan needs. Maintains presentation materials for vendor selection and management, plan health reviews and benchmarking reports. Coordinates services with the client, selected TPA and record-keeper to achieve a smooth transition or start-up of a new plan. Establishes and manages efficient internal processes and workflow. Instills a high level of confidence among plan sponsors and plan participants regarding our investment strategies and investment philosophy. Education and Regulatory Compliance: Assists Manager - Retirement Plan Services, compliance department, and outside counsel to provide on-going education, regulatory and legislative updates and campaigns to clients and HC's financial advisory team; establishes best practices in plan compliance. Ensures strict adherence to fiduciary rules and all regulations as established by DOL, ERISA and any other related agencies. Continued Management of Retirement Plan Services: Provides continued management of retirement plans in conjunction with HC's Advisory, Investment Management and Retirement Plan Services teams. Assists with ongoing review and development of current and prospective strategic partners (record keepers and TPAs and custodians). Identifies existing and emerging technology platforms to best serve clients and participants. Facilitates recordkeeper conversions. POSITION REQUIREMENTS 5+ years of related retirement plan experience. Strong working knowledge of retirement plan design, recordkeeping and plan administration issues and current IRS, ERISA and DOL regulations. Bachelor's degree required. Recognized industry accreditation preferred such as, QPA, CRPS ® , CFPA, AIF, etc. Series 65 certification, preferred. (or attain post-hire) Team player who works collaboratively with others. Excellent problem-solving and decision-making skills. Excellent oral and written communication skills. Must be detail-oriented and able to manage multiple projects within tight deadlines. Strong analytical and interpersonal skills. Highly proficient in Microsoft Office programs and working knowledge of retirement plan tools and software.
Company:
Hamilton Capital
Posted:
December 26 2023 on ApplicantPool
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More About this Listing: Relationship Manager - Retirement Plan Services
Relationship Manager - Retirement Plan Services is a Sales Relationship Manager Job at Hamilton Capital located in Columbus OH. Find other listings like Relationship Manager - Retirement Plan Services by searching Oodle for Sales Relationship Manager Jobs.
Relationship Manager - Retirement Plan Services is a Sales Relationship Manager Job at Hamilton Capital located in Columbus OH. Find other listings like Relationship Manager - Retirement Plan Services by searching Oodle for Sales Relationship Manager Jobs.