Relationship Manager II

Relationship Manager II is the primary contact for a book of retirement plan clients and financial advisors, operating with autonomy to resolve complex issues, mentor RM I teammates, and lead by example. Responsibilities include owning client and advisor relationships, leading consultation calls on complex plan matters, providing technical and compliance guidance, managing annual plan compliance deliverables (census requests, contribution summaries, refund forms, late deposits, minimum distributions), overseeing annual projects (force-outs, notices, disclosures), handling distributions and complex plan transitions, and collaborating with actuaries, plan consultants, and internal teams on design and compliance questions. The role also entails coaching RM I staff, stepping in for the team lead when needed, and maintaining accurate client records in PensionPro while coordinating with Finance on billing and onboarding/conversions/terminations. MAP Retirement emphasizes professional development, a technology-forward yet people-driven culture, and a comprehensive benefits package. The salary range is $46,000 to $70,000, with equal opportunity and a commitment to diversity and inclusion.