Sr. Institutional Relationship Manager - Retirement Solutions
About the role
Location: Remote - US based candidates only, no visa sponsorship available. For our client, we are seeking a Sr. Institutional Relationship Manager - Retirement Solutions to join the team of a leader in the Finance & Insurance space. This role will focus on building and strengthening strategic relationships with mid-market plan sponsors while supporting their retirement plan objectives. The position is responsible for driving profitable client partnerships, coordinating integrated service delivery, and developing long-term plans that improve plan performance and client outcomes. You will also partner closely with advisors, consultants, and internal stakeholders to support onboarding, committee engagement, and ongoing relationship growth.
Responsibilities
- Establish and grow profitable relationships with mid-market plan sponsors
- Lead an integrated service team to support key client relationships
- Conduct regular committee meetings focused on plan health and engagement
- Develop multi-year strategies to enhance plan profitability
- Identify opportunities for efficiency improvements with the integrated service team
- Create and execute strategic business plans aligned with client objectives
- Lead client onboarding and participant transition processes
Qualifications
- 5+ years in financial services with 3+ years in retirement plans
- Experience with plan sponsors and advisors/consultants
- FINRA Series 6, 63, and 65, or 7/66 required
- Strong background in ERISA and retirement plan design
- Excellent communication, negotiation, and presentation skills
Benefits
- Medical, dental, and vision insurance
- Life insurance and disability coverage
- Paid time off starting at a minimum of 18 days per year
- Nine paid holidays and additional paid time off days
- 401(k) with company match and pension plan
- Business casual attire and a flexible work environment
Pay
Compensation: $104,000 – $194,000 annually