Relationship Manager - Defined Focus

Akron, United States | Posted on 10/09/2026

Trinity Pension Consultants, Inc. is a leading regional, independent and non-producing Third-Party Administration firm located in Akron, Ohio and has regional offices in Columbus, Ohio;
Cincinnati, Ohio;
Louisville, Kentucky;
Indianapolis, Indiana;
Detroit, Michigan, and Kansas City, Missouri. Trinity collaborates with retirement plan sponsors and their associated financial professional in delivering a highly effective administration and compliance solution for their employer sponsored retirement plan.

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 WeAre:

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:

• Proactively and systematically follow up 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)

• Collaborate with other departments in delivering Trinity’s reports and anticipating the client’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
• Proactively collaborate with RVP’s about internal sales opportunities.
• Resolve conflicts and disputes with Trinity services with Sponsors and Advisors.
• Attend and participate in department and corporate meetings.
• Assist other Team Members in resolving questions, disputes and conflicts.
• Participate in Sales Meetings as needed.
• Stay abreast of industry trends, market and competitors.
• Other duties as assigned.

• Anticipate client questions, problems and work towards solutions that are technically clear and accurate.
• Be able to read, understand and interpret client reports.
• Scrub book of business for internal sales opportunities and collaborate with RVP.
• Manage client expectations relative to Trinity Service Standards.
• Resolve conflicts and disputes with respect to client expectations and outcomes.
• Participate in Sales Meetings as needed.
• Stay abreast of industry trends, market and competitors.
• Other duties as assigned.

• Residence in geographic area of assigned location.
• 3-5 years experience in the Retirement Plan Industry required.
• Strong communication skills (written and verbal).
• Ability to manage office functions efficiently, organize work, establish priorities and maintain good interpersonal relations.
• Demonstrated attention to detail; multi-tasking and prioritizing skills.
• Demonstrated…