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Defined Contribution 401K Relationship Manager Jobs

CAPTRUST

Defined Contribution Specialist

Raleigh, NC

... 401(k) and 403(b) plans * Project management experience a plus * Working knowledge of ERISA ... Ability to build successful, collaborative, and trusting relationships * Instinctive aptitude for ...

PNC Bank

As a Defined Contribution Product Specialist within PNC's Institutional Asset Management ... 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account ...

PNC Bank

Vendor & Platform Management Manage key vendor relationships (e.g., investment analytics and ... 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account ...

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Defined Contribution 401K Relationship Manager information

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$28K

$80.7K

$140.5K

How much do defined contribution 401k relationship manager jobs pay per year?

As of Aug 15, 2026, the average yearly pay for defined contribution 401k relationship manager in the United States is $80,705.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,500.00 and $105,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Defined Contribution 401K Relationship Manager?

To thrive as a Defined Contribution 401K Relationship Manager, you need a solid understanding of retirement plan regulations, investment products, and client servicing, often supported by a bachelor’s degree and relevant industry certifications such as Series 6/63 or CRPS. Familiarity with recordkeeping platforms, financial planning software, and CRM systems is typically required. Excellent interpersonal skills, problem-solving abilities, and effective communication are crucial for building trust and managing complex client relationships. These skills are essential to ensure regulatory compliance, deliver exceptional client service, and support clients’ retirement goals.

What is a defined contribution 401K relationship manager?

A defined contribution 401K relationship manager is a financial professional responsible for managing client relationships related to 401(k) retirement plans that are defined contribution plans. They assist plan sponsors and participants with plan administration, compliance, and investment options, often using financial software and maintaining industry certifications. Their role involves communication, problem-solving, and ensuring clients meet retirement savings goals.

Is being a Defined Contribution 401K Relationship Manager a stressful job?

A Defined Contribution 401K Relationship Manager typically works in a client-facing role that involves managing retirement plan accounts, providing financial advice, and ensuring compliance with regulations. The job can be stressful during peak periods such as open enrollment or when addressing client concerns, but it generally involves regular office hours and requires strong communication and organizational skills.

What does a Defined Contribution 401K Relationship Manager do?

A Defined Contribution 401K Relationship Manager is responsible for managing and nurturing client relationships for employer-sponsored retirement plans, such as 401(k)s. They serve as the main point of contact for plan sponsors, providing guidance on plan administration, compliance, investment options, and participant education. Their role includes resolving issues, coordinating with service providers, and ensuring the plan meets regulatory requirements while helping clients maximize the benefits of their retirement offerings.

How much do defined contribution 401K relationship managers make?

Defined contribution 401K relationship managers typically earn a salary ranging from $60,000 to $120,000 annually, depending on experience, location, and the size of the firm. Compensation may also include bonuses and commissions based on client retention and sales performance, with some roles requiring certifications like the CFP or CFA. Entry-level positions generally start at the lower end of the range, while experienced managers can earn higher salaries with additional responsibilities.

What is the difference between Defined Contribution 401K Relationship Manager vs Retirement Plan Advisor?

AspectDefined Contribution 401K Relationship ManagerRetirement Plan Advisor
CertificationsTypically requires certifications like CFP or CRPSOften holds CFP, CRPS, or similar credentials
Work EnvironmentWorks within financial institutions or plan providersWorks for advisory firms or independently with clients
Employer & Industry UsageCommonly employed by plan providers and financial institutionsUsed by financial advisory firms and independent advisors
Primary FocusManaging client relationships and plan administrationProviding personalized retirement planning advice

While both roles involve retirement planning and client interaction, the Defined Contribution 401K Relationship Manager primarily focuses on managing 401(k) plan relationships within financial institutions, whereas the Retirement Plan Advisor offers personalized retirement strategies to individual clients. The roles often overlap but differ in scope and work environment.

What are some common challenges faced by Defined Contribution 401K Relationship Managers when supporting plan sponsors and participants?

Defined Contribution 401K Relationship Managers often encounter challenges such as managing complex regulatory requirements, addressing diverse participant needs, and ensuring clear communication with plan sponsors. They must stay up-to-date with changing compliance standards and proactively educate both employers and employees about plan features and best practices. Balancing the needs of multiple clients and resolving service issues efficiently are also key aspects of the role, requiring strong organizational and interpersonal skills.
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States with the most job openings for Defined Contribution 401K Relationship Manager jobs include:

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The top searched job categories for Defined Contribution 401K Relationship Manager jobs are:

Defined Contribution 401K Relationship Manager jobs near you
Infographic showing various Defined Contribution 401K Relationship Manager job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 86% Full Time, 12% Part Time, and 1% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $80,705 per year, or $38.8 per hour.

Relationship Manager - Defined Contribution

Trinity Pension Consultants

Akron, OH

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 2 days ago

New

Job description

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Do you want to utilize your skills for building and fostering relationships? Do you have technical expertise with retirement plans? Do you want to work for a growing company in an expanding business market?  Are you effective at communicating, building relationships, and presenting technical information? Then we want to talk to you!
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Who We Are:
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Trinity Pension Consultants, Inc. is a leading regional, independent, and non\-producing Third\-Party Administration firm located in Akron, Ohio who currently has sales territories in Ohio, Kentucky, Indiana, Tennessee, Michigan, Missouri and Georgia. Trinity collaborates with retirement plan sponsors and their associated financial professionals in delivering a highly effective administration and compliance solution for their employer sponsored retirement plan.
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What Our Relationship Managers are responsible for:
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Operations<\/u><\/i>
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         Log all email, phone, and meeting activities.
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         Follow up on items necessary to complete annual administration and compliance testing.
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         Participate and assist with onboarding new clients.
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         Effective dashboard management.
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Relationship Management<\/u><\/i>
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         Collaborate with other departments, including partnering with sales regarding internal sales opportunities.
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         Answer emails with calls.
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         Follow and enforce service standards.
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         Explain, in a clear manner, to Plan Sponsors and Financial Advisors the various aspects of administration and compliance.
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         Proactively communicate with Financial Advisors, CPAs, and Plan Sponsors.
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         Conduct face\-to\-face meetings with Plan Sponsors and their associated Financial Advisor.
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Consulting<\/u><\/i>
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         Anticipate client questions and problems and work toward solutions that are technically clear and accurate.
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         Be able to read, understand and interpret client reports.
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         Communicate complex pension concepts in a simple manner.
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         Scrub book of business for internal sales opportunities and collaborate with Sales.
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         Manage Client expectations relative to Trinity Service Standards.
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         Stay abreast of industry trends, market, and competitors.
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Requirements<\/h3>

         Dedication to revenue retention is a must!
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         Ability to manage office functions efficiently, organize work, establish priorities, and maintain good interpersonal relations.
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         Be able to learn, apply and explain new technical knowledge in a simplified manner.
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         Possess outstanding communication and computer\/software skills, and demonstrate trustworthiness, adaptability, and responsiveness.
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         Challenger: You dig into Plan Sponsor responses with more questions to get to the actual why. You're not afraid to re\-frame the way Plan Sponsors and Financial Advisors think with a consultative approach.
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         Listener: You listen to every word a Financial Advisor and Plan Sponsor tells you, knowing you can later use this information to proactively provide consultative solutions that meet their goals and objectives.
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         Strong Communicator: You take key findings from the Financial Advisor and Plan Sponsor interactions and communicate it back to the Trinity Pension Consultants team to improve strategy, systems, and processes.
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         Possess a relentless pursuit to be successful.
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Must Haves:
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         7+ years of Client Relationship Management experience with qualified retirement plans.
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         Bachelor's Degree preferred.
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         Experience in building and maintaining client relationships.
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         Excellent verbal and written communication and listening skills.
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         Proficient computer \/ software skills, including MS Office (Word, Excel, Outlook).
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         Discipline and drive to stay focused and motivated with limited supervision.
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         Effective time management and organization capabilities with a focus on delivering superb client experience.
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         QKC required\/CPC preferred
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Benefits<\/h3>

In return, Trinity Pension Consultants offers:
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  • Salary dependent on experience
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  • Annual bonus based on results of revenue retention
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  • Paid Time Off (PTO) effective Day 1
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  • Medical, Dental, Vision, H.S.A. effective Day 1
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  • 401(k) retirement plan
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  • Life Insurance, LTD, STD
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  • PTO Purchase
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  • Flex schedule available Q2\-Q4
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    Are you ready to join our team?
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    If you feel like you are the right candidate for this job, just click on the apply button. Our quick application should take you about 5 minutes to fill out and your information will be sent to our hiring team.
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    All qualified applicants will receive consideration for employment without regard to race, color, sex, age, national origin, religion, sexual orientation, gender identity and\/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.
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    Currently, we are not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role. 
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    This job description is not all inclusive.
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