Relationship Manager, Retirement Plans
About the role
For our client, we are seeking a Relationship Manager, Retirement Plans to join the team of a leader in the Finance & Insurance space. This role will focus on building and strengthening strategic relationships that support retirement plan growth, retention, and service excellence across a defined territory. The Relationship Manager will partner closely with advisors, TPAs, and plan sponsors to help drive profitable results while supporting a high-quality client experience. Success in this position will come from balancing relationship management, business development, and compliance-minded service delivery in a competitive retirement plans market. Location: Remote - US based candidates only, no visa sponsorship available.
Responsibilities
- Develop strategic relationships with advisors, TPAs, and plan sponsors
- Establish regional leadership in retirement plans and service solutions
- Maintain client retention and drive profitable growth
- Collaborate with intermediaries to support quality plan service and compliance
- Identify opportunities for retention strategies during client interactions
- Implement asset maximization strategies to boost participation
- Create and execute a territory business plan for retention and revenue
Qualifications
- 3-5 years of relevant experience in relationship management or retirement services
- Required life insurance and variable licenses for the territory
- Industry certifications such as AIF, APA, or CFP are advantageous
- FINRA Series 6 and 63 must be obtained within 6 months of hiring
- Positive team player with a passion for results and innovative ideas
- Strong business acumen in retirement plans and the competitive landscape
Benefits
- Flexible work environment prioritizing well-being and inclusion
- Opportunity for career growth and development
- Access to a comprehensive suite of health and wellness benefits
- Participate in various retirement savings plans with employer matching
- Generous paid time off, including up to 11 holidays and 150 hours of vacation
Pay
Compensation: $122,325 – $212,030 annually