Relationship Manager - EPIC

Relationship Manager

This job includes a base rate plus commissions. Total Potential Annual Earnings: $74,726 - $115,000. The Relationship Manager is responsible for the planning, successful execution and follow through on a diverse range of client activities aimed at promoting mutual growth and profitability. The Relationship Manager will maintain the highest level of client trust ensuring client retention. Carry out innovative and complex projects to their completion associated to client needs and make sound recommendations to ensure EPIC RPS exceeds client expectations.

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

• Excellent oral and written communication skills combined with the ability to effectively present information and respond to inquiries from clients, company management and colleagues. Ability to read, analyzes, and interprets legislative changes, general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to create reports, professional business correspondence and procedures.
• Ability to work with mathematical concepts such as probability and statistical inference. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
• Ability to define problems, collect data, establish facts, and draw conclusions.
• Ability to interpret an extensive variety of technical instructions in mathematical or written form and deal with several abstract and concrete variables.
• Must have knowledge of advanced Microsoft Office applications.
• Position requires domestic travel for client meetings, conferences and trade shows.

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

• 25% Assist in resolving escalated client issues. Solicit feedback from internal and external partners to continually improve EPIC RPS deliverables; such as the client service experience, online tools, the conversion process, plan document management, the quarterly statement process, the year-end compliance testing and 5500's.
• 25% Conduct on-site or virtual client meetings on a regular basis with an emphasis on client growth, satisfaction and retention.
• 25% Identify opportunities to generate additional revenue through the introduction of additional EPIC RPS Investment 5 and Administrative services.
• 20% Manage communications between all client representative, trade partners, trust system vendors and all levels of internal EPIC RPS staff.
• 5% Perform other duties as assigned.

• Communicate effectively with internal and/or external customers
• Stationary 75% of time or greater
• Move Objects to Maximum 10 lbs

At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community – because your success drives our success.

Wellbeing

At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally.

Community Involvement

NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace.

Culture

NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued.

Career Development

Whether you're just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential.

Total Rewards

NBT recognizes and rewards…