Position Objective
World Investment Advisors, LLC is looking for an experienced Relationship Manager to join our team. The primary responsibility of the Relationship Manager is to oversee and provide advisory services to assigned Retirement Plan Clients. Relationship Managers are measured based on their ability to maintain a high level of client satisfaction and retention. Services provided include fiduciary and non-fiduciary services based on the Retirement Plan Advisory Agreement for each client. Services include, but are not limited to, Investment Advisory Services (Fiduciary), assistance with Plan Governance and committee education, assistance with Plan Fiduciaries vendor management (Service Provider Selection/Review), investment education for Plan fiduciaries, and employee education and communication.
Typical Duties & Responsibilities
Assistance with Plan Governance and Committee education: determining plan objectives and options available through the plan; reviewing retirement plan committee structure and requirements; reviewing participant education and communication strategy, including ERISA 404(c) requirements; coordinating and reconciling participant disclosures under ERISA Rule 404(a); developing requirements for responding to participant requests for additional information; developing and maintaining a fiduciary audit file; attending periodic meetings with plan committee (upon request by plan sponsor).
Assistance with Plan Fiduciaries’ Vendor Management (Service Provider Selection/Review): reviewing fees and services and identifying procedures to track receipt and evaluation of ERISA 408(b)(2) disclosures; providing periodic benchmarking of fees and services to assist review for reasonableness; reviewing ERISA spending accounts or plan expense recapture accounts (PERAs); generating and evaluating service provider requests for proposals (RFPs) and/or requests for information (RFIs); support with contract negotiations; service provider transition and/or plan conversion.
Investment Education for Plan Fiduciaries: investment policy statements; assessment of overall investment structure of plan (types and number of asset classes, model portfolios, etc.); review of the plan’s investment options; review of qualified designated investment alternatives (QDIA); search and review of investment managers.
Employee Investment Education and Communication: providing group enrollment and investment education meetings; supporting individual participant questions; providing periodic updates, upon request or newsletter; assisting participants with retirement readiness; providing fee‑specific education and communicating the plan’s requirements for requesting additional information about plan fees and expenses.
Position Requirements
Bachelor's degree from an accredited university (preferred, but not required).
At least 3 years’ experience in the retirement plan industry (required).
Proven verbal, written communication and interpersonal skills.
Superb computer skills, including proficiency with Microsoft Office Suite (Word, PowerPoint, Excel, etc.).
Detail oriented, organized, and able to multitask.
Comfortable working with all levels of management.
Series 65 or 66 license (or ability to obtain once hired).
Previous experience as a Relationship Manager (preferred).
Perks & Benefits
401(k) with employer match.
Health insurance (with HSA option).
Dental insurance.
Vision insurance.
Life insurance.
Flexible paid time off policy.
Flexible spending account (FSA).
Healthy work/life balance.
Paid parental leave.
Remote work opportunity.
About World Investment Advisors As part of World Insurance Associates, World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry’s premier wealth management and retirement plan investment advisory services to individuals, high net worth families, and employers. Collectively, WIA and its affiliates advise over $76B in assets across 65 offices and 310 team members.
Stimulating Environment We strive to provide a challenging, stimulating environment for the best and brightest in the industry. Our culture promotes a friendly and collaborative work environment, professional growth, and a healthy balance between work and home life.
Team-Oriented Professionals work together in teams across departments to meet client needs. Junior staff gain skills and knowledge to progress to senior roles, and we welcome diverse perspectives to innovate and make a difference.
Why World?
Great company culture with an awesome team-oriented atmosphere.
Mentorship opportunities.
Ability to serve on different employee resource groups (EmpowHer, Mosaic & NextGen Collective).
Professional growth opportunities—tuition sponsorship, professional memberships, and professional development.
Employee perks including appreciation and charitable giving/volunteering opportunities.
Equal Employment Opportunity World Investment Advisors is an equal opportunity employer. We believe the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. World is committed to equality and deeply values diversity in sexual orientation, gender, race, religion, ethnicity and other qualities that make us unique.
To Executive Search Firms and Staffing Agencies World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee.
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Typical Duties & Responsibilities
Assistance with Plan Governance and Committee education: determining plan objectives and options available through the plan; reviewing retirement plan committee structure and requirements; reviewing participant education and communication strategy, including ERISA 404(c) requirements; coordinating and reconciling participant disclosures under ERISA Rule 404(a); developing requirements for responding to participant requests for additional information; developing and maintaining a fiduciary audit file; attending periodic meetings with plan committee (upon request by plan sponsor).
Assistance with Plan Fiduciaries’ Vendor Management (Service Provider Selection/Review): reviewing fees and services and identifying procedures to track receipt and evaluation of ERISA 408(b)(2) disclosures; providing periodic benchmarking of fees and services to assist review for reasonableness; reviewing ERISA spending accounts or plan expense recapture accounts (PERAs); generating and evaluating service provider requests for proposals (RFPs) and/or requests for information (RFIs); support with contract negotiations; service provider transition and/or plan conversion.
Investment Education for Plan Fiduciaries: investment policy statements; assessment of overall investment structure of plan (types and number of asset classes, model portfolios, etc.); review of the plan’s investment options; review of qualified designated investment alternatives (QDIA); search and review of investment managers.
Employee Investment Education and Communication: providing group enrollment and investment education meetings; supporting individual participant questions; providing periodic updates, upon request or newsletter; assisting participants with retirement readiness; providing fee‑specific education and communicating the plan’s requirements for requesting additional information about plan fees and expenses.
Position Requirements
Bachelor's degree from an accredited university (preferred, but not required).
At least 3 years’ experience in the retirement plan industry (required).
Proven verbal, written communication and interpersonal skills.
Superb computer skills, including proficiency with Microsoft Office Suite (Word, PowerPoint, Excel, etc.).
Detail oriented, organized, and able to multitask.
Comfortable working with all levels of management.
Series 65 or 66 license (or ability to obtain once hired).
Previous experience as a Relationship Manager (preferred).
Perks & Benefits
401(k) with employer match.
Health insurance (with HSA option).
Dental insurance.
Vision insurance.
Life insurance.
Flexible paid time off policy.
Flexible spending account (FSA).
Healthy work/life balance.
Paid parental leave.
Remote work opportunity.
About World Investment Advisors As part of World Insurance Associates, World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry’s premier wealth management and retirement plan investment advisory services to individuals, high net worth families, and employers. Collectively, WIA and its affiliates advise over $76B in assets across 65 offices and 310 team members.
Stimulating Environment We strive to provide a challenging, stimulating environment for the best and brightest in the industry. Our culture promotes a friendly and collaborative work environment, professional growth, and a healthy balance between work and home life.
Team-Oriented Professionals work together in teams across departments to meet client needs. Junior staff gain skills and knowledge to progress to senior roles, and we welcome diverse perspectives to innovate and make a difference.
Why World?
Great company culture with an awesome team-oriented atmosphere.
Mentorship opportunities.
Ability to serve on different employee resource groups (EmpowHer, Mosaic & NextGen Collective).
Professional growth opportunities—tuition sponsorship, professional memberships, and professional development.
Employee perks including appreciation and charitable giving/volunteering opportunities.
Equal Employment Opportunity World Investment Advisors is an equal opportunity employer. We believe the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. World is committed to equality and deeply values diversity in sexual orientation, gender, race, religion, ethnicity and other qualities that make us unique.
To Executive Search Firms and Staffing Agencies World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee.
#J-18808-Ljbffr