Relationship Manager - EPIC

This job includes a base rate plus commissions. Total Potential Annual Earnings: $74,726 - $115,000.

• Assist in resolving escalated client issues (25%).
• Conduct on‑site or virtual client meetings to focus on growth, satisfaction, and retention (25%).
• Identify opportunities to generate additional revenue by introducing EPIC RPS investment and administrative services (25%).
• Manage communications between client representatives, trade partners, trust system vendors, and internal staff (20%).
• Perform other duties as assigned (5%).

Education and Experience:

• Bachelor's degree and five (5) years of related experience or equivalent education and experience.
• ASPAA Qualified 401(k) Administrator (QKA) or other industry certifications preferred.
• Demonstrated knowledge of ERISA requirements and experience administering a broad range of qualified plans.

Skills and Abilities:

• Excellent oral and written communication skills; ability to present information and respond to inquiries.
• Ability to read, analyze, and interpret legislative changes, business periodicals, journals, technical procedures, or regulations, and to create reports and business correspondence.
• Strong mathematical skills, including probability, statistics, fractions, percentages, ratios, and proportions.
• Problem‑solving: define problems, collect data, establish facts, and draw conclusions.
• Interpret extensive technical instructions and manage abstract and concrete variables.
• Advanced Microsoft Office skills.
• Domestic travel required for client meetings, conferences, and trade shows.

Additional Requirements:

• Travel less than 50%.
• Driver's license required.
• Reliable transportation required.

Physical Requirements:

• Effective communication with internal and external customers.
• Stationary work 75% of time or greater.
• Move objects up to 10 lbs.

• Generous Paid Time Off:
  At least 22 days annually, prorated in the year of hire.
• Parental Leave:
  Six weeks of paid leave at 100% of your salary.
• Comprehensive Medical Coverage:
  Includes employer contributions to HSA for High Deductible Health Plan participants.
• Dental and Vision Coverage.
• Flexible Spending Accounts.
• Employer-Paid Disability Coverage.
• Life Insurance.
• Voluntary Benefits.
• Retirement Plans: 401(k) with employer matching, optional Roth 401(k), and pension plan.
• Adoption Assistance.
• Tuition Reimbursement.
• Employee Assistance Program (EAP).
• Pet Insurance.
• Financial and Banking Services.

• Medical Coverage:
  Includes employer contributions to HSA for High Deductible Health Plan participants.
• Dental and Vision Coverage.
• Voluntary Benefits.
• Generous Parental Leave:
  Six weeks of paid leave at 100% of your salary.

• Retirement Plans: 401(k) with employer matching, optional Roth 401(k), and pension plan for employees who work at least 1,000 hours in a calendar year.
• Paid Sick and Safe Leave.
• Employee Assistance Program (EAP).
• Financial and Banking Services.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor employment visa at this time.