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STR
Who We Are
: Strongpoint Partners is tech -enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, Strongpoint offers a suite of services that prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve.
With a coast-to-coast network of 19 leading firms including HowardSimon ("HSR"), Jocelyn Pension Consulting ("JPC"), Retirement Strategies Group (“RSG”), Retirement Planners and Administrators (“RPA”), Pension Financial Services (“PFS”), Pollard Associates ("PA"), Carlson Quinn ("CQ"), SI GROUP ("SIG"), Retirement Planning Consulting Group (“RPCG”), Karel-Gordon Associates ("KGA"), Cash Balance Actuaries ("CBA"), Pension Consultants, Inc. (“PCI”), Actuaries Unlimited (“AUI”), California Retirement Plans (“CRP”), Benefit Equity ("BEI"), United Benefit Pensions, Inc. ("UBP"), Creative Retirement Systems ("CRS"), Associated Pension Consultants ("APC"), Allied Consultants, Inc.
("ACI"), American Retirement Plan Services, LLC (“ARPS”), and SMS Retirement (“SMS”). Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone. com .
Position Summary The Manager, 401(k) Relationship Management leads a team responsible for delivering exceptional service to retirement plan clients. This role oversees day-to-day client relationship management, supports retirement plan administration, and partners across the organization to ensure timely, accurate service while driving client satisfaction and retention. PLEASE NOTE: This is a fully remote position and can be performed from anywhere within the United States.
S. time zones.
Key Responsibilities
: Team Leadership Lead, coach, and develop a team of Retirement Plan Relationship Managers. Monitor workloads, priorities, and service levels to ensure a high-quality client experience. Provide ongoing performance feedback, training, and professional development.
Support hiring, onboarding, and employee development initiatives. Client Relationship Management Serve as the primary escalation point for complex client service matters. Manage relationships with assigned retirement plan sponsors and business partners.
Conduct client review meetings and identify opportunities to enhance service delivery. Drive client retention through proactive communication and relationship management. Operations Oversee the timely and accurate completion of retirement plan service requests.
Partner with Operations, Compliance, and Participant Services to resolve client needs. Monitor service metrics and recommend process improvements to increase efficiency. Support plan implementations, amendments, annual reviews, and special projects.
Requirements
Ensure accurate documentation and maintenance of client records. Assist with audit requests and regulatory reporting activities. Business Partnership Identify opportunities to strengthen existing client relationships.
Support leadership with client presentations and retention initiatives. Contribute to business growth within existing client accounts.
Minimum Qualifications
: Bachelor's degree or equivalent combination of education and experience preferred.
Benefits
, financial services, or client relationship management. Previous leadership, supervisory, or team lead experience preferred.