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Defined Contribution 401K Relationship Manager Jobs

Chandler Asset Management

Relationship Manager

Denver, CO · On-site

$110K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

In addition to our core values, our culture is defined by 27 fundamental behaviors that describe ... 401(k) Plan ESOP Employee Discounts Paid Time Off Paid Holidays Fun Company Events Ready to join ...

Chandler Asset Management

Relationship Manager

Denver, CO · On-site

$110K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

In addition to our core values, our culture is defined by 27 fundamental behaviors that describe ... 401(k) Plan ESOP Employee Discounts Paid Time Off Paid Holidays Fun Company Events Ready to join ...

Chandler Asset Management

Relationship Manager

Denver, CO

$110K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

In addition to our core values, our culture is defined by 27 fundamental behaviors that describe ... 401(k) Plan ESOP Employee Discounts Paid Time Off Paid Holidays Fun Company Events Ready to join ...

Manning & Napier

Relationship Manager

  • Medical

  • Dental

  • Vision

  • Retirement

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 ...

Commercial Bank of California

Relationship Manager

San Jose, CA · On-site

$100K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Relationship Manager Location: Palo Alto, CA | San Jose, CA | San Francisco, CA Job Type ... Competitive employer contribution to medical, dental and vision coverage * 401k plan with employer ...

Commercial Bank of California

Relationship Manager

Palo Alto, CA · Remote

$100K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Relationship Manager Location: Palo Alto, CA | San Jose, CA | San Francisco, CA Job Type ... Competitive employer contribution to medical, dental and vision coverage * 401k plan with employer ...

Commercial Bank of California

Relationship Manager

Palo Alto, CA · Remote

$100K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Relationship Manager Location: Palo Alto, CA | San Jose, CA | San Francisco, CA Job Type ... Competitive employer contribution to medical, dental and vision coverage * 401k plan with employer ...

Citizens State Bank

Relationship Manager

Durango, CO · On-site

$80K - $110K/yr

Contribution to core deposit growth through relationship-led banking activity. • Lending Pipeline ... managing customer or client relationships. • Working knowledge of commercial and/or consumer ...

AgWest Farm Credit

Relationship Manager

Imperial, CA · On-site

$98K - $191K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We are in search of a Relationship Manager I, II, or III to join our Arizona Lending and Insurance ... 401(k) plan (6% match plus 3% employer contribution) * Employee Assistance Program * Wellness ...

New

Citizens State Bank

Relationship Manager

Durango, CO · On-site

$80K - $110K/yr

The Relationship Manager is not a formal Loan Officer; rather, they bring foundational lending ... Contribution to core deposit growth through relationship-led banking activity. ➢ Lending Pipeline ...

Monitise

Relationship Manager

$95K - $203K/yr

As a Relationship Manager in the Healthcare & Insurance vertical, you will grow and retain a ... contribution margin, and product adoption. * Lead contract renewals and renegotiations to secure ...

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All JobsDefined Contribution 401K Relationship JobsDefined Contribution 401K Relationship Manager Jobs

Defined Contribution 401K Relationship Manager information

See salary details

$28K

$80.7K

$140.5K

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

As of Aug 16, 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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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

Dynasty Financial Partners, LLC

Saint Petersburg, FL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 18 days ago

Job description

Description:

Dynasty Financial Partners is seeking a VP, Relationship Management to join our Relationship Management Team. This is one of the most critical roles within the firm — serving as the primary point of contact and strategic advisor for our Network Partner firms. The VP will be responsible for managing and deepening client relationships, driving profitability, and acting as a true business partner to firm leadership.


Requirements:


Relationship Management

  • Serve as the primary relationship owner for a portfolio of Dynasty Network Partner firms.
  • Ensure clients receive timely, high-quality responses to all inquiries.
  • Act as an outsourced Chief Operating Officer (OCOO), enabling firm principals to stay focused on growth.
  • Apply creative problem-solving to address a wide variety of client situations.

Strategic Advisory

  • Partner with firm principals to design and implement business plans aligned with their growth objectives.
  • Assist in evaluating and optimizing RIA internal team structures.
  • Provide ongoing, candid feedback on business model effectiveness with a specific focus on client development and retention.

Project Management

  • Lead and coordinate cross-functional initiatives involving multiple internal and external stakeholders.
  • Manage multiple concurrent projects to clear milestones and timelines.
  • Synthesize information from various parties and deliver clear, concise communication to clients and Dynasty senior leadership.

Travel

  • Expected travel of 40–60% to visit Network Partners and attend industry events.
Requirements:

Qualifications:


We are looking for candidates with experience in one or more of the following areas:

• Wealth Management — Direct experience as an advisor, manager, or in a support role, with deep knowledge of the operations and client relationships involved in running a wealth management firm.

• Practice Management — Demonstrated ability to work with advisors and firm leaders to drive growth, improve profitability, and enhance operational efficiency.

• Management Consulting — Experience diagnosing business challenges and delivering structured, actionable recommendations.


Additional requirements:

• Self-starter with strong initiative and ability to work independently with minimal supervision.

• Excellent verbal and written communication skills, including public speaking and presentation delivery.

• Highly organized, detail-oriented, and able to manage multiple priorities simultaneously.

• Intellectual curiosity and strong critical thinking skills.

• Collaborative team player with a willingness to contribute beyond defined responsibilities.

• Proficiency in Microsoft PowerPoint and Excel.


Benefits:

  • Health Insurance
  • Dental insurance
  • Vision insurance
  • Retirement plan 401(k)
  • 401(k) matching
  • Paid Time Off
  • FSA/HSA benefits plans
  • Disability benefits
  • Voluntary Life Insurance
  • Basic Life Insurance


EQUAL EMPLOYMENT OPPORTUNITY: Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.