Relationship Manager, 3(16) Fiduciary Services, (TFG)
The Finway Group, a subsidiary of Strongpoint Partners, is seeking a Relationship Manager to join their 3(16) Fiduciary Services team. This role involves serving as the primary point of contact for a portfolio of retirement plan clients, ensuring that delegated fiduciary responsibilities are executed accurately and in compliance with ERISA requirements. The ideal candidate will thrive in a fast-paced environment, enjoy collaborating with clients and internal teams, and be passionate about delivering exceptional service.
Key responsibilities include managing a portfolio of 75–100 retirement plans, overseeing fiduciary duties such as contribution monitoring and participant notice delivery, leading fiduciary governance meetings with plan sponsors and financial advisors, and collaborating with internal teams to ensure timely execution of fiduciary responsibilities. Additional tasks involve maintaining plan documentation and eligibility records within PensionPro to support ERISA compliance, assisting with retirement plan transitions, mergers, and terminations, supporting annual plan audits, and responding promptly to client and participant inquiries.
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 retirement plan reporting is necessary, and experience with platforms such as PensionPro, FT William, Empower, or Voya is preferred.
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 is a tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third-party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, Strongpoint offers a suite of services that prioritize accuracy, compliance, and reduction of regulatory risk for its clients. The company fosters a culture that values diversity, collaboration, and respect, providing opportunities for ongoing learning and career development.