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Relationship Manager – Nonqualified Plans (409A)

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 independently
• High 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

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