Relationship Manager

Responsible for day-to-day servicing, client satisfaction, and retention of DCC investment advisory clients. Consult with clients on fiduciary oversight, industry trends, compliance, plan design, and operational processes. Provide guidance on service enhancements and product developments availability.

• Provide proactive, personalized support to assigned mid-market DCC clients.
• Coordinate delivery of periodic 401(k) Committee meetings.
• Maintain service calls with clients and recordkeepers. Facilitate efficient and compliant plan operations.
• Review documents and service agreements on behalf of clients. Includes understanding client needs and engaging resources/solutions to meet those needs. Ensure solutions meet compliance and operational requirements.
• Lead client projects and ensure timely completion.
• Review plan fees and make recommendations to Practice Leaders for changes as needed.
• With support of leadership, deliver and secure fee changes with clients. Includes negotiating with recordkeepers for services and/or fee concessions.
• Answer client questions regarding plan operations, compliance, fees, and investments.
• Participate in sales finals presentations and support the sales process. Rebid RFPs.
• Collaborate with Consulting Solutions, Sales, Investment Advisory, and Legal teams to serve clients.
• Mentor/train less experienced team members. Oversee work of team members assisting with their assigned clients.
• Review and improve processes to ensure operational efficiency and optimal results for internal and external clients.

• 3-5 years of retirement experience.
• Bachelor’s degree in math or business preferred, or equivalent work experience.
• ASPPA Qualified 401(k) Administrator (QKA) certificate preferred.
• Working knowledge of the operation, design, and regulations governing DC plans.
• Self-motivated and detail oriented.
• Comfortable with internet-based programs and Microsoft Office products.
• Problem-solving ability.
• Strong verbal and written communication and customer service skills.
• Ability to work in a team environment and adapt to new or changing circumstances.
• May include up to 15% travel.

USI Consulting Group (USICG) is an industry-leading, full-service retirement plan consulting and benefits administration firm that has been helping employers enable their workforce to successfully plan and invest for retirement for 50 years. USICG’s integrated team of highly skilled professionals provides specialized expertise in delivering independent, comprehensive guidance and innovative, flexible retirement plan solutions to meet the changing needs of employers and their employees.

USICG is an affiliate of both USI Securities, Inc. (a broker-dealer, Member FINRA/SIPC) and USI Advisors, Inc. (a federally registered investment adviser) and a wholly owned subsidiary of USI Insurance Services (“USI”). To learn more, visit  or follow us on Linked In.

What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build…