Relationship Manager, 3(16) Fiduciary Services, (TFG)
The Relationship Manager for 3(16) Fiduciary Services at Strongpoint Partners is a pivotal role within the company's retirement services division. Strongpoint Partners is a tech-enabled platform offering integrated retirement third-party administration, recordkeeping, payroll, and HR solutions to small and mid-sized businesses. The company is recognized for its commitment to accuracy, compliance, and reducing regulatory risk for clients. The Finway Group, a Strongpoint Partners company, serves as the Pooled Plan Provider (PPP), Third-Party Administrator (TPA), and 3(16) Named Fiduciary for all plans it administers, operating across 43 states.
In this role, the Relationship Manager will oversee a portfolio of 75–100 retirement plans, ensuring that delegated fiduciary responsibilities are executed accurately and in compliance with ERISA requirements. Key responsibilities include monitoring contributions, delivering participant notices, maintaining plan documentation and eligibility records, coordinating plan transitions, supporting annual audits, and leading fiduciary governance meetings with plan sponsors and financial advisors. The position requires close collaboration with internal service teams to ensure timely execution of fiduciary duties and client deliverables.
Candidates should possess a Bachelor's degree in Business, Finance, Accounting, or a related field, along with 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 is essential. Strong knowledge of retirement plan operations, including eligibility, contributions, loans, distributions, compliance testing, and regulatory filings, is required. Proficiency in Microsoft Excel and experience with retirement industry platforms such as PensionPro, FT William, Empower, or Voya are preferred. Excellent verbal and written communication skills, exceptional organizational abilities, and a collaborative mindset are also important.
The anticipated annual salary for this position ranges from $45,000 to $55,000. Strongpoint Partners offers a comprehensive benefits package, including health, dental, vision, life, and disability coverage. Additional perks include flexible workplace options (hybrid and remote), flexible paid time off, an inclusive environment, growth opportunities, and workplace incentives.
Strongpoint Partners fosters a culture that values diversity, collaboration, and respect. The company supports ongoing learning and career development, providing opportunities for employees to grow within the organization. The inclusive environment and commitment to employee well-being make it an attractive workplace for professionals seeking a dynamic and supportive setting.