Relationship Manager - EPIC

Total Potential Annual Earnings

The Relationship Manager (RM) is eligible for a base rate plus commissions with a total potential annual earnings range of $74,726 - $115,000.

About the Role

The Relationship Manager is responsible for planning, executing, and following up on a diverse range of client activities to promote mutual growth and profitability. They are also tasked with maintaining high levels of client trust and ensuring client retention. This role involves carrying out innovative and complex projects aligned with client needs and making sound recommendations to exceed client expectations.

Responsibilities

• Assist in resolving escalated client issues.
• Solicit feedback from internal and external partners to continuously improve EPIC RPS deliverables.
• Conduct on-site or virtual client meetings to focus on client growth, satisfaction, and retention.
• Identify opportunities to generate additional revenue through the introduction of additional EPIC RPS Investment 5 and Administrative services.
• Manage communications between all client representatives, trade partners, trust system vendors, and internal EPIC RPS staff.
• Perform other duties as assigned.

Requirements

• Bachelor's degree and five (5) years' related experience or equivalent combination of education and experience.
• ASPPA Qualified 401(k) Administrator (QKA) or other industry certifications preferred.
• Demonstrated knowledge of ERISA requirements and experience with administering a broad range of qualified plans.

Qualifications

• Excellent oral and written communication skills combined with the ability to effectively present information and respond to inquiries from clients, company management, and colleagues.
• Ability to read, analyze, and interpret legislative changes, general business periodicals, professional journals, technical procedures, or governmental regulations.
• Ability to create reports, professional business correspondence, and procedures.
• Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
• Ability to define problems, collect data, establish facts, and draw conclusions.
• Ability to interpret an extensive variety of technical instructions in mathematical or written form and deal with several abstract and concrete variables.
• Knowledge of advanced Microsoft Office applications.
• Must have a valid driver's license and reliable transportation.

Skills

• Excellent oral and written communication skills.
• Ability to read, analyze, and interpret legislative changes.
• Ability to create reports, professional business correspondence, and procedures.
• Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
• Ability to define problems, collect data, establish facts, and draw conclusions.
• Ability to interpret an extensive variety of technical instructions in mathematical or written form and deal with several abstract and concrete variables.
• Knowledge of advanced Microsoft Office applications.

Benefits

• Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
• Parental Leave: Six weeks of paid leave at 100% of your salary.
• Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
• Dental and Vision Coverage: Ensuring your overall health and well-being.
• Flexible Spending Accounts: For healthcare and dependent care expenses.
• Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
• Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
• Voluntary Benefits: Including hospital, accident, and critical illness coverage.
• Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
• Adoption Assistance: Supporting your growing family.
• Tuition Reimbursement: Invest in your education and career growth.
• Employee Assistance Program (EAP): Access to support and resources.
• Pet Insurance: For all your furry friends.
• Financial and Banking Services: Various banking services benefits and financial planning assistance.

Pay

The base rate plus commissions structure results in a total potential annual earnings range of $74,726 - $115,000.

Schedule

The schedule for this position may require some domestic travel for client meetings, conferences, and trade shows.