An established firm is looking to add an experienced Relationship Manager to support and manage client relationships tied to deferred compensation plans.
This role is ideal for someone with a strong understanding of IRC Section 409A who enjoys being client‑facing, detail‑oriented, and consultative in their approach.
What you’ll do
- Act as a primary point of contact for clients and advisors, delivering high-quality service and building long-term relationships
- Support plan sponsors and participants with questions related to plan structure, enrollment, reporting, and ongoing administration
- Coordinate key plan activities such as enrollments, distributions, communications, and plan updates
- Collaborate with internal teams to ensure accurate data, reporting, and execution of plan-related events
- Clearly communicate tax, accounting, payroll, and deferred compensation concepts to a variety of audiences
- Work with clients and external partners to ensure plans operate in compliance with applicable regulations
- Review plan documentation and assist with plan changes or enhancements
- Understand plan liabilities and informal funding strategies and how they align with overall plan design
What we’re looking for
- 3+ years of experience supporting nonqualified deferred compensation plans
- Strong working knowledge of IRC Section 409A
- Familiarity with informal funding approaches used in nonqualified plans
- Self‑motivated, proactive, and comfortable working independentlyHigh ethical standards and commitment to confidentiality
Compensation & Benefits
- Salary range: $50,000‑$85,000, depending on experience
- Full benefits package and paid time off
- Remote Schedule
- Collaborative, experienced team environment