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 expected to maintain high levels of client trust and satisfaction, manage client communications, and identify opportunities for additional revenue.

Responsibilities

• Assist in resolving escalated client issues.
• Solicit feedback from internal and external partners to 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.

Requirements

• Bachelor's degree and five (5) years' related experience or equivalent combination of education and experience.
• ASPAA 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.

Skills

• 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 allows for a total potential annual earnings range of $74,726 - $115,000.

Schedule

The position requires domestic travel for client meetings, conferences, and trade shows. Travel is less than 50% of the time.

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.

Why Work at NBT

NBT empowers people to grow, innovate, and thrive through meaningful work, a supportive culture, and opportunities to make a real impact in your community. We value and support your wellbeing by offering generous time-off policies, wellness initiatives, and flexible work arrangements, so you can thrive both personally and professionally. We believe in community involvement and fostering a workplace where every voice matters and every team member feels empowered to contribute. We provide a wide variety of development programs and tools to help you reach your full potential. We recognize and reward your contributions with competitive compensation, comprehensive benefits, and performance-based incentives, ensuring you feel valued every step of the way.