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DC Relationship Manager
Job in
Bloomington, McLean County, Illinois, 61791, USA
Listed on 2026-07-13
Listing for:
CPS Inc.
Full Time
position Listed on 2026-07-13
Job specializations:
-
Management
Client Relationship Manager, Wealth Management, Portfolio & Asset Management, Account Manager
Job Description & How to Apply Below
DC Relationship Manager | 100% Remote | Up to $90K
Location:
100% Remote. Salary:
Up to $90,000 + Comprehensive Benefits.
We’re looking for a client-focused DC Relationship Manager to join a growing retirement consulting firm. If you enjoy building long‑term client relationships, serving as a trusted advisor, and helping clients navigate their retirement plans, this could be the perfect opportunity.
What You’ll Do- Manage a portfolio of Defined Contribution retirement plan clients, serving as their primary point of contact.
- Build and maintain strong client relationships through proactive communication and exceptional service.
- Coordinate annual plan administration, compliance, and consulting with internal teams.
- Assist clients with plan design discussions, regulatory updates, and best practices.
- Review plan activity and help ensure ongoing compliance with ERISA and IRS regulations.
- Partner with administrators and consultants to deliver accurate, timely solutions.
- 3+ years of Defined Contribution retirement plan experience.
- Strong knowledge of 401(k), profit‑sharing, and qualified retirement plans.
- Excellent client relationship, communication, and problem‑solving skills.
- Retirement industry designations such as QKA, QPA, CPC, APA, or similar are preferred.
- Ability to manage multiple client relationships in a fast‑paced environment.
- 100% Remote
- Salary up to $90,000
- Medical, dental, and vision insurance
- 401(k) with employer match
- Paid time off and holidays
- Professional development and support for earning industry designations
- Collaborative team with opportunities for long‑term career growth
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