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Employee Benefits Relationship Manager III

Employee Benefits Relationship Manager III

Job ID 
Posted Date 
Wealth Management
Regular Full-Time
Job Grade 
FLSA Status 
Working Hours 
8am - 5pm
Job Location: Company 
Retirement Plan Services - 10142

More information about this job


The purpose of this job is to administer employee benefits trusts.  This includes handling plan investments, ensuring plans are in compliance with applicable regulations, and preparation and interpretation of plan documents.  Works with very complex plans with 150+ employees.


  • Ongoing contact with customers on the phone and face-to-face to ensure satisfaction with our investment and retirement plan services.  Customers include plan sponsors and plan participants.
  • Educate participants on investments and plan features.  Employee education is in the form of large and small group meetings.
  • Interpret and design retirement plan documents
  • Monitor investments in daily and non-daily plans
  • Account retention as required by Pinnacle sales goals and new business development
  • Review and approve receipts and disbursements from plans
  • Monitor fees.  Review trial balances for non-daily accounts – check transactions, monitor cash balances and eliminate overdrafts


  • Extensive knowledge of the investment arena
  • Extensive knowledge of IRS rules and regulations regarding retirement plans
  • Extensive ERISA knowledge required
  • Be able to work with customers and participants that have daily valuation retirement plans, as well as those with non-daily valued retirement plans
  • Must have excellent verbal and written communication skills.  (Must be able to communicate with high net worth customers and their employees)
  • Must have good management skills
  • Must have good organizational skills
  • Position requires a very responsible, dependable, detail oriented, accurate and precise individual
  • Four year college education or direct related work experience
  • 5+ years of work experience in the retirement plan market and/or investment arena
  • Series 6 or Series 7 and a Series 63 securities license preferred