Senior Relationship Manager Mid-Market -Southern California

For our client, we are seeking a Senior Relationship Manager Mid-Market -Southern California to join the team of a leader in the Finance & Insurance space. This role will manage and grow a portfolio of mid-market retirement plan relationships across Southern California, with a strong focus on retention, profitability, and long-term client value. You will serve as a trusted strategic partner to plan sponsors and advisors, helping guide plan design discussions, investment considerations, and participant education planning. The position also requires close collaboration with sales teammates to expand advisor relationships, resolve complex client issues, and strengthen overall account performance. Location: Remote - US based candidates only, no visa sponsorship available Compensation: $116,300 – $164,225 annually Responsibilities Manage a portfolio of 20 to 30 mid-size retirement plans with a focus on retention and profitability Cultivate relationships with plan sponsors and advisors to drive business growth Act as a trusted advisor by providing strategic insights on plan design and industry trends Lead plan reviews and participant education planning Partner with sales teams to expand advisor relationships and grow accounts Serve as the main point of contact for complex client issues and ensure rapid resolution Deliver presentations on industry insights and plan performance Qualifications Bachelor's degree in business or a related field, or equivalent experience 5+ years of experience in financial services with strategic relationship building FINRA Series 6 and 63 registration required Life Insurance License required Proven client relationship management experience in financial services or retirement plans Strong understanding of plan design and investment management Excellent negotiation and communication skills Benefits Medical, dental, vision, and life insurance 401(k) plan with generous matching contributions Tuition reimbursement up to $5,250 per year Business-casual work environment Generous paid time off upon hire, including holidays and floating holidays 16 hours of paid volunteer time per year Paid leave programs including parental and disability leave Our client is an equal opportunity employer. We encourage you to apply even if you don’t meet every qualification—your background could be exactly what this team needs.