Employer Services Relationship Manager

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Employer Services (Retirement Plans) Relationship Manager
Full Time Professional Bellingham, WA, US

7 days ago Requisition ID: 1111

Salary Range: $86,570.00 To $124,444.52 Annually

Saturna Trust Company is seeking an Employer Services Relationship Manager to manage and strengthen relationships with key 401(k) plan clients, advisors, third‑party administrators, and internal partners. This role serves as the primary client contact and is responsible for delivering a responsive, professional, and high‑quality client experience that supports client satisfaction, retention, and growth opportunities.

The ideal candidate is a relationship‑focused retirement services professional with strong communication skills, solid knowledge of 401(k) plans and related regulations, and the ability to manage multiple priorities in a fast‑paced, client‑centered environment.

Location:

Bellingham, WA or Henderson, NV

Primary duties

Manage key client and advisor relationships with a focus on satisfaction, loyalty, and retention.

Serve as the primary liaison between assigned clients and internal Saturna teams.

Lead client meetings, conference calls, and ongoing relationship touchpoints.

Maintain current client account records, including plan issues, timelines, and resolution status.

Proactively communicate service enhancements and relevant updates to clients.

Lead onboarding for newly assigned qualified retirement plans, including transition meetings, conference calls, and plan document discussions.

Partner with TPA service teams, producers, financial advisors, and other intermediaries on client management needs.

Keep leadership informed of key client and advisor activities.

Maintain presentation and enrollment materials for plan sponsors and participants.

Coordinate education campaigns to increase employee engagement and plan participation.

Maintain knowledge of investments, qualified retirement plans, and regulatory requirements affecting retirement benefits.

Stay current on Saturna’s products and services and how they compare within the industry.

Support sales and marketing efforts related to new business development.

Assist in negotiating mutually beneficial outcomes involving products, fees, service expectations, and other deliverables.

Complete routine weekly, monthly, and quarterly deliverables for internal and external clients.

Participate in special projects and perform other duties as assigned.

Knowledge, Skills and Abilities

Exceptional verbal and written communication skills, with the ability to adapt communication style and frequency to client preferences.

Strong analytical, interpersonal, and problem‑solving skills.

Superior relationship‑building capabilities.

Strong sense of urgency, ownership, and accountability.

Ability to creatively and proactively solve problems while adhering to regulatory requirements.

Excellent organization and time‑management skills.

Ability to manage multiple projects within tight deadlines.

Detail‑oriented approach to client service and deliverables.

Collaborative team mindset.

Required Education and Experience

Bachelor’s degree or equivalent combination of education and experience.

Minimum of 3 years of experience working with 401(k) plans.

At least 2 years of experience handling complex client interactions.

Working knowledge of retirement plan design, recordkeeping, plan administration, and current IRS, ERISA, and DOL regulations.

Working knowledge of 401(k) plan regulations and compliance requirements.

Previous experience presenting to individuals or groups.

FINRA Series 7, 63, or 66 preferred, or ability to obtain within the first 9 months of employment.

Recognized industry accreditation preferred, such as QKC, CRPS, CFPA, AIF, or similar.

Ability to obtain ASPPA Qualified 401(k) Consultant, Qualified Plan Administrator, or equivalent credential within 12 months.

Our Employee Benefits package includes

100% company‑paid medical premium for employees; high‑deductible plan offers full family coverage at no cost to employee

Health Savings Account with employer contribution, Employee Assistance Program, regular Wellness activities

Supplemental insurance such as Long‑Term Disability, Voluntary Life, Critical Illness

401(k) with generous match

Profit sharing and annual performance bonuses

11 personal and 10 vacation paid days off after first year of service

Paid Parental and Bereavement leaves

Up to $2,000 per month in childcare/tuition assistance

Adult continuing education and professional development assistance

Home‑buyer assistance program

We are an Equal Opportunity Employer and a Drug‑free Workplace.

We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

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