Relationship Manager - Nonqualified Plans (409A)

Description

• Work with clients and external partners to ensure plans operate in compliance with applicable regulations
• Support plan sponsors and participants with questions related to plan structure, enrollment, reporting, and ongoing administration
• Collaborate with internal teams to ensure accurate data, reporting, and execution of plan-related events
• Coordinate key plan activities such as enrollments, distributions, communications, and plan updates
• Clearly communicate tax, accounting, payroll, and deferred compensation concepts to a variety of audiences
• Act as a primary point of contact for clients and advisors, delivering high-quality service and building long-term relationships
• Review plan documentation and assist with plan changes or enhancements

Requirements

• High ethical standards and commitment to confidentiality
• Familiarity with informal funding approaches used in nonqualified plans
• Strong working knowledge of IRC Section 409A
• Understand plan liabilities and informal funding strategies and how they align with overall plan design
• Self-motivated, proactive, and comfortable working independently
• 3+ years of experience supporting nonqualified deferred compensation plans

Benefits

• Salary range: $50,000-$85,000, depending on experience
• Remote Schedule
• Full benefits package and paid time off
• Collaborative, experienced team environment

Training + Development

Interview process

Visa Sponsorship

Security clearance