Relationship Manager - Defined Focus

Full time | Trinity Pension Consultants | United States

Posted On 10/09/2026

90,

City Akron

State/Province Ohio

44321

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

• Proactivelyandsystematicallyfollowuponallitemsnecessarytocompleteannualadministrationandcompliance testing.
• Proactivelyparticipateandassistwithonboarding Trinitynew clients.
• Logallemail,phoneandmeeting activities.
• Proactively track and monitor all conversion events, administration and compliance events, and client communications effectively managing your dashboard.
• Identifyandenforceallspecialbilling opportunities.
• Document in Pension Proall Sponsor and Advisorinteractions (meetingminutenotesandcompliance activity)

Relationship Management Responsibilities

• Collaboratewithotherdepartmentsindelivering Trinity’sreportsandanticipatingtheclient’s questions.
• Explain, in a clear manner, to Plan Sponsors and Financial Advisors the various aspects of Defined Benefit administration, including, but not limited to:
• Actuarial Valuations
• Annual Return Forms 5500
• Discrimination Testing
• Schedule SB
• Participant Distributions
• AFTAP Certifications
• ProactivelycollaboratewithRVP’saboutinternalsales opportunities.
• Resolveconflictsanddisputeswith Trinityserviceswith Sponsorsand  Advisors.
• Attendandparticipateindepartmentalandcorporate meetings.
• Assist other Team Membersinresolvingquestions ,dispute sand conflicts.

Consulting Responsibilities

• Anticipateclientquestions,problemsandworktowardsolutionsthataretechnicallyclearand accurate.
• Beabletoread,understandandinterpretclient reports.
• Scrubbookofbusinessforinternalsalesopportunitiesandcollaboratewith RVP.
• Manage Clientexpectationsrelativeto Trinity Service  Standards.
• Resolveconflictsanddisputeswithrespectto Clientexpectationsand outcomes.
• Participate in Sales Meetingsas  needed.
• Stayabreastofindustrytrends,marketand competitors.
• Otherdutiesas assigned.

In return, Trinity Pension Consultants offers:

• Salary dependent on experience
• Paid Time Off (PTO)
• Life Insurance, LTD, STD
• PTO Purchase
• Summer Fridays

All qualified applicants will receive consideration for employment without regard torace, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.

Currently, we are not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role.

This job description is not all inclusive.