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Defined Contribution 401K Relationship Manager Jobs

Great Gray

Institutional Relationship Manager

Boston, MA · On-site +1

Deep familiarity with defined contribution retirement plans and institutional investment vehicles ... a 401(k) plan with an advantageous employer contribution model, upholding our mission to support ...

Great Gray

Institutional Relationship Manager

Boston, MA · On-site

$150 - $200/hr

Deep familiarity with defined contribution retirement plans and institutional investment vehicles ... Eligible employees may also contribute to a 401(k) plan with an advantageous employer contribution ...

Great Gray

Institutional Relationship Manager

Boston, MA · On-site +1

Deep familiarity with defined contribution retirement plans and institutional investment vehicles ... a 401(k) plan with an advantageous employer contribution model, upholding our mission to support ...

Old National Bank

RPS Relationship Manager

Indianapolis, IN · Remote

$62K - $122K/yr

... 401K, continuing education opportunities and an employee assistance program are also included in ... Working knowledge of ERISA and defined contribution retirement plans. * Series 65 license required ...

Old National Bank

RPS Relationship Manager

Indianapolis, IN · On-site

$62K - $122K/yr

... 401K, continuing education opportunities and an employee assistance program are also included in ... Working knowledge of ERISA and defined contribution retirement plans. * Series 65 license required ...

Manning & Napier

Relationship Manager

Cleveland, OH · On-site

$60K - $85K/yr

Summary As a Relationship Manager, you will be a lead client advocate, ensuring exceptional service ... Employer HSA contribution * Opt out credit * 401k employer match * Paid volunteer days * Gym ...

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Defined Contribution 401K Relationship Manager information

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

As of Sep 5, 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 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.

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 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.

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.

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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 87% Full Time, 12% Part Time, and 1% Contract. Highlights an 87% Physical, 2% Hybrid, and 11% Remote job distribution, with an average salary of $80,705 per year, or $38.8 per hour.

Sales Director (In Territory), Pacific Southwest, Defined Contribution Investment Only (DCIO)

T Rowe Price

Baltimore, MD • Remote

Full-time

Re-posted 21 days ago

T. Rowe Price rating

9.1

Company rating: 9.1 out of 10

Based on 21 frontline employees who took The Breakroom Quiz

Job description

Role Summary

The Sales Director, Defined Contribution Investment Only (DCIO) is responsible for cultivating relationships with DC Specialist Advisors to achieve annual sales and retention efforts within the Pacific Southwest territory. The Sales Director will identify points of leverage and opportunities to influence investment decisions with Advisors, Recordkeeping Wholesalers and other COI's to maximize results. Through a combination of one on one meetings, group events and finalist presentations, the Sales Director will represent T. Rowe Price's investment solutions and thought leadership with integrity and professionalism.

Responsibilities

  • Sales Director, Defined Contribution Investment Only (DCIO) will leverage data to inform activity metrics that drive positive outcomes for clients.
  • Sales Director will create annual territory management plan with a focus on pipeline and closed investment wins in partnership with Internal Sales Consultant and Regional Sales Specialist.
  • Sales Director will travel in territory to deliver high impact engagements including finals presentations with plan sponsors and value add presentations. Sales Director will need to partner effectively with internal stakeholders in Investments, Marketing and National Accounts to achieve objectives. To maximize results, the Sales Director will need to harness the power of CRM technology to manage territory efficiently and to optimize sales results.
  • As a member of the DCIO Field Sales Team the Sales Director will contribute best practices and idea sharing to help other associates grow and improve.
  • As a member of the One TRP culture, the Sales Director will be encouraged to participate in cross enterprise initiatives which focus on creating better client experiences.

Qualifications

Required:

  • Bachelor's degree or the equivalent combination of education and relevant experience
  • 10+ years of external wholesaling experience in Pacific Southwest territory
  • DCIO and/or Retirement Plan Sales a must.
  • FINRA Series 7 and Series 63

Preferred:

  • CIMA
  • MBA
  • CFP
  • CFA
  • Extensive knowledge of DC industry including DCIO and/or Retirement Plan Sales
  • Advanced sales, service, and relationship management skills
  • Advanced verbal and written communication skills
  • Outstanding presentation/public speaking skills
  • Self-directed and willing to travel (50%)
  • Thorough knowledge of the investment process and TRP products
  • Comprehensive network of DC Specialist Advisor relationships

FINRA Requirements

FINRA licenses are required and will be supported for this role.

Work Flexibility

This role is eligible for full time remote work.

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