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. For more information, please visit: www.strongpointpartners.com.
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.
Essential ResponsibilitiesTeam 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.
- 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.
- 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.
- Promote adherence to ERISA, IRS, and Department of Labor requirements.
- Ensure accurate documentation and maintenance of client records.
- Assist with audit requests and regulatory reporting activities.
- Identify opportunities to strengthen existing client relationships.
- Support leadership with client presentations and retention initiatives.
- Contribute to business growth within existing client accounts.
- Bachelor's degree or equivalent combination of education and experience preferred.
- 3–7 years of experience in retirement plan administration, employee benefits, financial services, or client relationship management.
- Previous leadership, supervisory, or team lead experience preferred.
- Experience working with 401(k), Pooled Employer Plans (PEPs), or other defined contribution retirement plans.
- Demonstrated ability to build strong client relationships, lead teams, and deliver exceptional customer service.
- Strong communication, organizational, and problem-solving skills.
The anticipated pay range for this position is $65,000–$70,000 annually. At Strongpoint Partners, salary ranges reflect the minimum and maximum base pay for the posted position across all U.S. locations. Individual compensation is determined based on geographic location, job-related skills, experience, education, and certifications. Total compensation includes base pay and a comprehensive benefits package.
Our Value-Driven Employee Experience:
- Flexible Workplace – Hybrid and remote options available for many roles.
- Flexible PTO – Competitive paid time off, including flexible & unlimited options.
- Inclusive Environment – A culture that values diversity, collaboration, and respect.
- Growth Opportunities – Support for ongoing learning and career development.
- Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
- Workplace Perks – Incentive bonus programs, flexible hours, & more.
**Specific benefits and programs may vary by partner and position.
Similar Jobs
.png)
What you need to know about the Charlotte Tech Scene
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus
