Client Relationship Manager
Posted 8 Oct 2026
Advertised as “Client Relationship Manager-Retirement Services”
BranchFactor Summary
The original posting with the fluff stripped out
- Expected experience
- 2–5 yrs
- Management level
- Individual contributor
- Employment
- Remote
No salary listed for this role.
Field of studyAccounting, Business, Finance (or related)
Study levelBachelor's
CertificationsASPPA, CEBS, QKA
Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Client Relationship Manager-Retirement Services to their Advus team.
Location: Remote (Must reside in EST timezone)
Job Summary:
In this role, you will provide comprehensive relationship management support to our Retirement Plan Advisors, ensuring the seamless delivery of high-quality 401(k) and other retirement plan services to our clients. Your expertise in 401(k) plan design, administration and compliance will be essential in maintaining regulatory standards and offering actionable insights to both advisors and plan sponsors.
Essential Functions:
ERISA Compliance and Guidance
- Serve as an internal ERISA and 401(k) expert, offering ongoing guidance to Retirement Plan Advisors on DOL, IRS, PBGC, and other regulatory standards.
- Research and analyze complex ERISA-related issues, developing clear and concise explanations for advisors and clients.
- Assist in the preparation and review of 401(k) plan documents, amendments, and other regulatory filings to ensure ERISA compliance.
- Support advisors in understanding and articulating fiduciary responsibilities to plan sponsors.
- Stay abreast of new and evolving ERISA legislation, regulations, and industry best practices, proactively communicating relevant updates to the team.
Advisor Support and Collaboration
- Act as a trusted point of contact for Retirement Plan and 401(k) clients, addressing inquiries related to plan design, operations, and compliance.
- Assist advisors in preparing for client meetings, including gathering data, generating reports, and developing customized proposals.
- Collaborate with advisors to identify client needs and opportunities, contributing to the development of tailored retirement plan solutions.
- Support advisors in explaining complex retirement plan concepts, including investment options, fee structures, and withdrawal strategies, to clients.
- Facilitate communication and coordination between field advisors and internal departments (e.g., operations, legal, investment management).
Client Service and Administrative Support