Relationship Manager - Defined Benefits Focus

Do you want to utilize your skills for building and fostering relationships? Do you have technical expertise with retirement plans? Do you want to work for a growing company in an expanding business market? Are you effective at communicating, building relationships, and presenting technical information? Then we want to talk to you!

Who We Are:

Trinity Pension Consultants, Inc. is a leading regional, independent, and non-producing Third-Party Administration firm located in Akron, Ohio who currently has sales territories throughout the Mid-West. Trinity collaborates with retirement plan sponsors and their associated financial professionals in delivering a highly effective administration and compliance solution for their employer sponsored retirement plan.

What Our Relationship Managers are responsible for:

Operations Responsibilities

· Proactively and systematically follow up on all items necessary to complete annual administration and compliance testing.

· Proactively participate and assist with onboarding Trinity new clients.

· Log all email, phone and meeting activities.

· Proactively track and monitor all conversion events, administration and compliance events, and client communications effectively managing your dashboard.

· Identify and enforce all special billing opportunities.

· Document in Pension Pro all Sponsor and Advisor interactions (meeting minute notes and compliance activity)

Relationship Management Responsibilities

· Collaborate with other departments in delivering Trinity’s reports and anticipating the client’s questions.

· Make regular outgoing, proactive phone calls to customers.

· Explain, in a clear manner, to Plan Sponsors and Financial Advisors the various aspects of Defined Benefit administration, including, but not limited to:

· Proactively collaborate with RVP’s about internal sales opportunities.

· Resolve conflicts and disputes with Trinity services with Sponsors and Advisors.

· Attend and participate in departmental and corporate meetings.

· Assist other Team Members in resolving questions, disputes and conflicts.

· Schedule, draft, and review communication and correspondence to clients.

Consulting Responsibilities

· Anticipate client questions, problems and work toward solutions that are technically clear and accurate.

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