Senior Relationship Manager/ Retirement Plan Services Fiduciary Officer

Who We Are

Join a team that puts its People First! As a member of the First American family of companies, First American Trust is a federal savings bank that has provided banking, wealth management, and trust solutions on a national, full-service basis for more than five decades. Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For® list for nine consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ+ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all. For more information, please visit www.careers.firstam.com.

What We Do

The Senior Relationship Manager will engage in the administration of personal trust accounts and agency investment accounts with a specialization emphasis on managing and overseeing the retirement plan accounts of our clients, ensuring compliance with regulatory standards and providing exceptional customer service.    

Responsibilities include:

• Administer and manage qualified and non-qualified retirement plans and IRA accounts providing oversight to all administration regarding IRA rules and guidelines.
• Stay abreast of industry regulations and ensure compliance with all applicable laws related to retirement plan services.
• Provide expert guidance and support to clients in understanding and optimizing their retirement plan options.
• Collaborate with internal teams to streamline processes, enhance client experiences, and address any issues promptly.
• Foster strong relationships with clients, acting as a trusted advisor and addressing their financial concerns with professionalism and expertise.
• Keep accurate records of client interactions and transactions, ensuring data integrity and confidentiality.
• Collaborate with other internal fiduciary management teams to ensure all documentation and processes adhere to regulatory requirements.
• Monitors account activity ensuring compliance with established company policies and procedures, rules and regulations, including completion of annual Reg. 9 reviews.

Qualifications:

• Bachelor's degree in business or a related field, or equivalent education and experience with relevant certifications specific to retirement plan services, are preferred.
• 7-10 years’ experience in fiduciary industry with a focus on administering retirement plan services.
• In-depth knowledge of retirement plan regulations, including ERISA and IRS guidelines.
• Strong analytical and problem-solving skills to assess and address complex financial scenarios.
• Excellent communication and interpersonal skills to interact effectively with clients and internal teams and familiar with Word, Excel and Outlook.
• Willing to learn how to efficiently use unfamiliar databases, willing to assist and constructively instruct direct reports and a team-player with employees in other departments; good with meeting deadlines and easily adapts to ever-altering priorities.

If you have a passion for financial services, a deep understanding of retirement planning, and a commitment to delivering exceptional client service, we invite you to apply for this challenging and rewarding role.

Pay Range: $88,000-$154,000

This hiring range is a reasonable estimate of the base pay range for this position at the time of posting.  Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location

What We Offer

By choice, we don’t simply accept individuality – we embrace it, we support it, and we thrive on it! Our People First Culture celebrates diversity, equity and inclusion not simply because it’s the right thing to do, but also because it’s the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term.

Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.