Director, Relationship Management

Company Overview

DWC, a subsidiary of FSG Parent L.P., provides plan document, compliance, consulting and government reporting services to more than 8,000 clients in all 50 states, ranging in size from single participant defined benefit plans to complex 401(k) plans including several thousand employees. In addition to our renowned responsiveness and obsession with detail, we put a commitment to client service at the center of everything we do. We prioritize accessibility and responsiveness, and we are obsessed with detail.

Every consultant at DWC has a commitment to excellence in their DNA. Our culture emphasizes helping everyone around us perform at the highest level and requires that all work be completed at an A+ level, without exception.

DWC is continually seeking candidates to join our team who are fiercely committed to client-centered service, passionate about helping our clients and advisors, and who truly enjoy working in the retirement plan industry.

To learn more, visit https://www.dwc401k.com/

Job Summary

As Director of Relationship Management, you will play a key role in supporting and strengthening relationships with our retirement plan clients. You’ll manage a portfolio of client accounts, ensuring high-quality service delivery, proactive communication, and strategic guidance. In addition, you’ll oversee a team of Relationship Managers, providing coaching, support, and alignment with company service standards. This role requires strong retirement industry knowledge, a collaborative mindset, and a passion for client success.

Job Responsibilities

• Supervise and support a team of Relationship Managers, including onboarding, coaching, and performance feedback
• Set team goals and service benchmarks in alignment with department objectives
• Monitor responsiveness and ensure timely resolutions across all client interactions and service requests
• Create processes and procedures for efficient work completion and ongoing monitoring of team performance
• Identify and distribute client assignments, including identification of strategic accounts, while matching specific skills requirements with client needs to optimize service delivery and relationship outcomes
• Lead client meetings, plan reviews, and fiduciary discussions focused on plan health and participant engagement
• Partner with internal teams - Compliance, Operations, Plan Consulting, and Sales - to ensure seamless client service
• Act as a client advocate, helping resolve service issues and escalate concerns when needed
• Help deliver data-driven insights and recommendations that enhance client outcomes
• Contribute to the development and refinement of team workflows, tools, and escalation processes
• Promote a culture of accountability, collaboration, and continuous improvement within the team