Relationship Manager - EPIC

Overview

This role offers a base rate plus commissions, with total potential annual earnings ranging from $74,726 to $115,000. The Relationship Manager (RM) is responsible for planning, executing, and following through on a diverse range of client activities aimed at promoting mutual growth and profitability. The RM must maintain the highest level of client trust to ensure retention and exceed client expectations.
Responsibilities

Assist in resolving escalated client issues (25%)
Solicit feedback from internal and external partners to continually improve client service experience, online tools, conversion process, plan document management, quarterly statement process, year‑end compliance testing, and 5500s.
Conduct on‑site or virtual client meetings regularly, focusing on client growth, satisfaction, and retention (25%).
Identify opportunities to generate additional revenue through the introduction of EPIC RPS Investment 5 and administrative services (25%).
Manage communications between client representatives, trade partners, trust system vendors, and all levels of EPIC RPS staff (20%).
Perform other duties as assigned (5%).
Domestic travel required; travel less than 50% of time. Driver’s license and reliable transportation required.
Qualifications

Bachelor’s degree and five (5) years of related experience, or an equivalent combination of education and experience.
ASPAA Qualified 401(k) Administrator (QKA) or other industry certifications preferred.
Demonstrated knowledge of ERISA requirements and experience administering a broad range of qualified plans.
Excellent oral and written communication skills, with the ability to present information and respond to inquiries.
Ability to read, analyze, and interpret legislative changes, business periodicals, professional journals, technical procedures, and governmental regulations.
Ability to create reports, professional business correspondence, and procedures.
Proficiency with mathematical concepts such as probability, statistical inference, fractions, percentages, ratios, and proportions.
Strong analytical skills: defining problems, collecting data, establishing facts, and drawing conclusions.
Knowledge of advanced Microsoft Office applications.
Competent in interpreting technical instructions and handling abstract and concrete variables.
Strong problem‑solving and decision‑making abilities.
Physical Requirements

Communicate effectively with internal and/or external customers.
Stand for 75% or more of the time.
Move objects up to 10 lbs.
Benefits for Full‑Time Employees

Generous paid time off: at least 22 days annually, prorated in the year of hire.
Parental leave: six weeks of paid leave at 100% of salary.
Comprehensive medical coverage, including HSA contributions for high deductible plans.
Dental and vision coverage.
Flexible spending accounts for healthcare and dependent care expenses.
Employer‑paid short‑term and long‑term disability coverage, with optional additional coverage.
Life insurance: employer‑paid basic coverage with optional supplemental coverage.
Voluntary benefits: hospital, accident, and critical illness coverage.
Retirement plans: 401(k) with employer matching, optional Roth 401(k), and a pension plan.
Adoption assistance.
Tuition reimbursement.
Employee assistance program (EAP).
Pet insurance.
Financial and banking services.
Benefits for Part‑Time Employees Working 20+ Hours/Week

Medical coverage with HSA contributions for high deductible plans.
Dental and vision coverage.
Voluntary benefits: hospital, accident, and critical illness coverage.
Generous parental leave: six weeks of paid leave at 100% of salary.
Benefits for All Part‑Time Employees

Retirement plans: 401(k) with employer matching, optional Roth 401(k), and a pension plan for those working at least 1,000 hours in a calendar year.
Paid sick and safe leave.
Employee assistance program (EAP).
Financial and banking services.
Applicants must be authorized to work for any employer in the U.S. We are not able to sponsor employment visas at this time.
EPIC Retirement Plan Services is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, sexual orientation, marital status, veteran status, genetic information, victims of domestic violence, or any other class protected by federal, state, or local law.
If you require accommodation due to a physical or other impairment, please call 1‑888‑804‑1771 or e‑mail at humanresources@nbtbank.com.

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